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 | $41,287 | $114,381-63.9% | $107,525-61.6% | $142,382-71.0% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 18.12% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,054 | $4,015-73.7% | $3,754-71.9% | $4,299-75.5% |
| Participant deferral / active EE | $886 | $5,564-84.1% | $5,116-82.7% | $6,507-86.4% |
| Admin fee / account holder | $1,813 | $9,860-81.6% | $8,919-79.7% | $12,624-85.6% |