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 | $87,774 | $106,890-17.9% | $84,015+4.5% | $152,861-42.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 22.75% | 104.99%-82.2pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $602 | $2,734-78.0% | $1,983-69.6% | $4,762-87.4% |
| Participant deferral / active EE | $870 | $4,011-78.3% | $3,239-73.1% | $5,850-85.1% |
| Admin fee / account holder | $9,887 | $8,285+19.3% | $6,101+62.1% | $11,596-14.7% |