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 | $39,569 | $70,475-43.9% | $100,516-60.6% | $79,858-50.5% |
| Participation rate | 69.9% | 73.7%-3.8pp | 79.4%-9.5pp | 69.6%+0.2pp |
| Annual return | 52.52% | 21.90%+30.6pp | 30.89%+21.6pp | 31.71%+20.8pp |
| Employer contribution / active EE | $1,393 | $2,165-35.6% | $3,418-59.2% | $2,471-43.6% |
| Participant deferral / active EE | $1,950 | $5,181-62.4% | $6,270-68.9% | $3,740-47.9% |
| Admin fee / account holder | $1,000 | $4,478-77.7% | $8,081-87.6% | $5,306-81.2% |