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 | $90,781 | $65,041+39.6% | $90,951-0.2% | $79,858+13.7% |
| Participation rate | 45.8% | 61.6%-15.8pp | 69.0%-23.2pp | 69.6%-23.8pp |
| Annual return | 14.37% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $642 | $1,247-48.5% | $2,122-69.7% | $2,471-74.0% |
| Participant deferral / active EE | $902 | $2,512-64.1% | $3,373-73.3% | $3,740-75.9% |
| Admin fee / account holder | $5,563 | $4,536+22.6% | $5,959-6.6% | $5,306+4.8% |