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 | $88,245 | $95,561-7.7% | $77,163+14.4% | $139,434-36.7% |
| Participation rate | 15.0% | 73.9%-58.9pp | 69.6%-54.6pp | 80.3%-65.3pp |
| Annual return | 16.05% | 54.92%-38.9pp | 37.87%-21.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $511 | $3,147-83.8% | $2,535-79.9% | $4,751-89.2% |
| Participant deferral / active EE | $728 | $4,624-84.3% | $3,833-81.0% | $6,710-89.2% |
| Admin fee / account holder | $3,279 | $8,295-60.5% | $5,472-40.1% | $11,403-71.2% |