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 | $77,096 | $57,354+34.4% | $83,848-8.1% | $64,186+20.1% |
| Participation rate | 33.7% | 68.6%-34.9pp | 76.1%-42.5pp | 69.6%-35.9pp |
| Annual return | 8.92% | 11.38%-2.5pp | 850.88%-842.0pp | 7.63%+1.3pp |
| Employer contribution / active EE | $930 | $2,545-63.5% | $3,631-74.4% | $2,381-60.9% |
| Participant deferral / active EE | $1,073 | $2,993-64.2% | $4,082-73.7% | $3,470-69.1% |
| Admin fee / account holder | $1,652 | $4,046-59.2% | $5,478-69.9% | $4,888-66.2% |