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 | $55,666 | $50,958+9.2% | $74,550-25.3% | $64,186-13.3% |
| Participation rate | 36.7% | 61.1%-24.4pp | 69.1%-32.5pp | 69.6%-32.9pp |
| Annual return | 8.28% | -1.86%+10.1pp | 32.53%-24.2pp | 7.63%+0.6pp |
| Employer contribution / active EE | $529 | $1,115-52.6% | $1,961-73.0% | $2,381-77.8% |
| Participant deferral / active EE | $723 | $2,301-68.6% | $3,108-76.7% | $3,470-79.2% |
| Admin fee / account holder | $11,329 | $4,223+168.3% | $5,060+123.9% | $4,888+131.8% |