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 | $83,745 | $96,484-13.2% | $75,886+10.4% | $152,861-45.2% |
| Participation rate | 55.6% | 76.2%-20.6pp | 69.3%-13.7pp | 82.4%-26.9pp |
| Annual return | 18.65% | 33.98%-15.3pp | 30.76%-12.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $661 | $3,309-80.0% | $2,500-73.6% | $4,762-86.1% |
| Participant deferral / active EE | $944 | $4,553-79.3% | $3,603-73.8% | $5,850-83.9% |
| Admin fee / account holder | $1,169 | $8,078-85.5% | $5,418-78.4% | $11,596-89.9% |