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 | $88,461 | $88,634-0.2% | $101,326-12.7% | $74,304+19.1% |
| Participation rate | 57.5% | 76.9%-19.4pp | 81.5%-24.0pp | 60.3%-2.8pp |
| Annual return | 20.64% | 33.10%-12.5pp | 36.82%-16.2pp | 29.43%-8.8pp |
| Employer contribution / active EE | $1,304 | $2,930-55.5% | $3,665-64.4% | $2,241-41.8% |
| Participant deferral / active EE | $2,777 | $7,322-62.1% | $7,994-65.3% | $3,767-26.3% |
| Admin fee / account holder | $1,030 | $2,425-57.5% | $11,185-90.8% | $2,969-65.3% |