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 | $33,406 | $118,450-71.8% | $98,439-66.1% | $139,434-76.0% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 19.10% | 18.94%+0.2pp | 21.16%-2.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $887 | $3,609-75.4% | $3,048-70.9% | $4,751-81.3% |
| Participant deferral / active EE | $1,338 | $5,392-75.2% | $4,738-71.8% | $6,710-80.1% |
| Admin fee / account holder | $606 | $14,026-95.7% | $8,948-93.2% | $11,403-94.7% |