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 | $76,546 | $76,5520% | $123,892-38.2% | $62,891+21.7% |
| Participation rate | 56.3% | 73.0%-16.7pp | 81.4%-25.2pp | 69.3%-13.1pp |
| Annual return | 8.99% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,073 | $4,840-77.8% | $5,984-82.1% | $3,203-66.5% |
| Admin fee / account holder | $3,025 | $4,826-37.3% | $8,357-63.8% | $4,296-29.6% |