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 | $88,772 | $59,097+50.2% | $82,389+7.7% | $74,304+19.5% |
| Participation rate | 29.1% | 52.8%-23.6pp | 69.5%-40.4pp | 60.3%-31.2pp |
| Annual return | 13.57% | 22.85%-9.3pp | 28.67%-15.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,471 | $1,601+54.4% | $2,517-1.8% | $2,241+10.3% |
| Participant deferral / active EE | $18 | $2,775-99.3% | $4,155-99.6% | $3,767-99.5% |
| Admin fee / account holder | $7,520 | $4,489+67.5% | $7,231+4.0% | $2,969+153.3% |