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 | $46,434 | $63,346-26.7% | $92,233-49.7% | $70,131-33.8% |
| Participation rate | 69.8% | 68.7%+1.2pp | 76.5%-6.6pp | 69.5%+0.3pp |
| Annual return | 16.79% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $4,206 | $2,471+70.2% | $3,679+14.3% | $2,342+79.6% |
| Participant deferral / active EE | $843 | $2,854-70.5% | $3,897-78.4% | $3,332-74.7% |
| Admin fee / account holder | $8,901 | $3,840+131.8% | $5,194+71.4% | $4,645+91.6% |