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 | $51,533 | $43,723+17.9% | $121,196-57.5% | $64,186-19.7% |
| Participation rate | 65.5% | 58.3%+7.2pp | 71.7%-6.2pp | 69.6%-4.1pp |
| Annual return | 7.33% | 68.91%-61.6pp | 16.93%-9.6pp | 7.63%-0.3pp |
| Employer contribution / active EE | $697 | $1,296-46.2% | $4,022-82.7% | $2,381-70.7% |
| Participant deferral / active EE | $833 | $2,280-63.4% | $3,344-75.1% | $3,470-76.0% |
| Admin fee / account holder | $1,343 | $3,501-61.6% | $5,019-73.2% | $4,888-72.5% |