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 | $84,258 | $93,571-10.0% | $135,903-38.0% | $75,163+12.1% |
| Participation rate | 42.1% | 75.2%-33.1pp | 81.9%-39.8pp | 67.2%-25.1pp |
| Annual return | 24.63% | 30.90%-6.3pp | 68.23%-43.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,485 | $3,537-58.0% | $4,856-69.4% | $2,670-44.4% |
| Participant deferral / active EE | $2,448 | $6,404-61.8% | $7,758-68.4% | $4,125-40.6% |
| Admin fee / account holder | $10,870 | $6,975+55.8% | $10,762+1.0% | $5,651+92.4% |