See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,102 | $101,724-9.5% | $164,813-44.1% | $80,856+13.9% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.6pp | 67.6%-1.7pp |
| Annual return | 17.42% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,241 | $2,953+43.6% | $4,341-2.3% | $2,755+54.0% |
| Participant deferral / active EE | $1,872 | $4,477-58.2% | $6,031-69.0% | $4,296-56.4% |
| Admin fee / account holder | $2,573 | $8,227-68.7% | $12,690-79.7% | $6,918-62.8% |