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 | $60,211 | $70,908-15.1% | $98,907-39.1% | $73,488-18.1% |
| Participation rate | 44.4% | 73.8%-29.3pp | 76.0%-31.6pp | 70.7%-26.2pp |
| Annual return | 29.26% | 34.17%-4.9pp | 196.43%-167.2pp | 28.51%+0.7pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $850 | $3,500-75.7% | $4,244-80.0% | $3,740-77.3% |
| Admin fee / account holder | $1,095 | $535+104.7% | $6,642-83.5% | $513+113.4% |