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 | $107,816 | $77,813+38.6% | $123,544-12.7% | $64,186+68.0% |
| Participation rate | 44.8% | 74.7%-29.9pp | 82.3%-37.5pp | 69.6%-24.7pp |
| Annual return | 7.90% | 12.48%-4.6pp | 119.20%-111.3pp | 7.63%+0.3pp |
| Employer contribution / active EE | $623 | $3,014-79.3% | $4,628-86.5% | $2,381-73.8% |
| Participant deferral / active EE | $1,433 | $5,240-72.6% | $6,426-77.7% | $3,470-58.7% |
| Admin fee / account holder | $19,400 | $5,519+251.5% | $9,284+109.0% | $4,888+296.9% |