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 | $99,252 | $49,177+101.8% | $79,464+24.9% | $64,186+54.6% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.3pp | 69.6%-0.5pp |
| Annual return | 10.97% | -1.16%+12.1pp | 718.14%-707.2pp | 7.63%+3.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $799 | $2,821-71.7% | $3,704-78.4% | $3,470-77.0% |
| Admin fee / account holder | $2,122 | $3,839-44.7% | $5,113-58.5% | $4,888-56.6% |