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 7-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 | $89,072 | $99,877-10.8% | $84,966+4.8% | $145,922-39.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 8.28% | 83.76%-75.5pp | 66.38%-58.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $683 | $3,231-78.9% | $2,727-74.9% | $4,660-85.3% |
| Participant deferral / active EE | $720 | $5,291-86.4% | $4,519-84.1% | $6,688-89.2% |
| Admin fee / account holder | $1,479 | $7,248-79.6% | $6,149-76.0% | $13,397-89.0% |