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 | $82,059 | $68,346+20.1% | $94,646-13.3% | $75,163+9.2% |
| Participation rate | 68.0% | 76.1%-8.1pp | 80.8%-12.8pp | 67.2%+0.8pp |
| Annual return | 18.78% | 616.93%-598.1pp | 156.71%-137.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $735 | $2,701-72.8% | $3,672-80.0% | $2,670-72.5% |
| Participant deferral / active EE | $1,550 | $6,537-76.3% | $7,418-79.1% | $4,125-62.4% |
| Admin fee / account holder | $4,201 | $5,326-21.1% | $7,231-41.9% | $5,651-25.7% |