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 | $80,857 | $82,978-2.6% | $129,995-37.8% | $71,457+13.2% |
| Participation rate | 38.2% | 74.1%-35.9pp | 78.5%-40.3pp | 67.9%-29.7pp |
| Annual return | 14.82% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,087 | $2,622-58.5% | $4,320-74.8% | $2,588-58.0% |
| Participant deferral / active EE | $1,966 | $4,432-55.6% | $5,820-66.2% | $4,289-54.2% |
| Admin fee / account holder | $13,605 | $1,729+686.9% | $10,614+28.2% | $1,587+757.1% |