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 | $81,907 | $93,571-12.5% | $135,903-39.7% | $75,163+9.0% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.8pp | 67.2%-5.1pp |
| Annual return | 16.70% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $966 | $3,537-72.7% | $4,856-80.1% | $2,670-63.8% |
| Participant deferral / active EE | $1,525 | $6,404-76.2% | $7,758-80.3% | $4,125-63.0% |
| Admin fee / account holder | $551 | $6,975-92.1% | $10,762-94.9% | $5,651-90.2% |