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 | $80,858 | $89,355-9.5% | $141,162-42.7% | $72,985+10.8% |
| Participation rate | 28.1% | 75.1%-47.0pp | 82.5%-54.4pp | 69.5%-41.4pp |
| Annual return | 20.53% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $972 | $3,114-68.8% | $4,735-79.5% | $2,440-60.2% |
| Participant deferral / active EE | $1,919 | $5,418-64.6% | $6,709-71.4% | $3,607-46.8% |
| Admin fee / account holder | $1,792 | $5,958-69.9% | $10,261-82.5% | $5,124-65.0% |