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 10-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 | $110,614 | $99,652+11.0% | $78,778+40.4% | $147,584-25.0% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 8.57% | 47.28%-38.7pp | 35.62%-27.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $531 | $2,796-81.0% | $1,986-73.3% | $4,876-89.1% |
| Participant deferral / active EE | $617 | $3,664-83.2% | $2,958-79.2% | $5,439-88.7% |
| Admin fee / account holder | $12,405 | $7,155+73.4% | $5,134+141.6% | $10,885+14.0% |