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 7-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 | $80,951 | $80,673+0.3% | $101,326-20.1% | $84,808-4.5% |
| Participation rate | 27.6% | 77.8%-50.2pp | 81.5%-53.9pp | 68.3%-40.8pp |
| Annual return | 15.28% | 38.95%-23.7pp | 36.82%-21.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $328 | $2,698-87.8% | $3,665-91.0% | $2,631-87.5% |
| Participant deferral / active EE | $959 | $6,840-86.0% | $7,994-88.0% | $4,212-77.2% |
| Admin fee / account holder | $2,680 | $12,784-79.0% | $11,185-76.0% | $7,344-63.5% |