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 | $84,753 | $94,031-9.9% | $115,768-26.8% | $82,448+2.8% |
| Participation rate | 34.5% | 70.4%-35.9pp | 74.4%-39.9pp | 68.1%-33.6pp |
| Annual return | 12.99% | 20.61%-7.6pp | 100.46%-87.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $890 | $2,323-61.7% | $2,940-69.7% | $2,551-65.1% |
| Participant deferral / active EE | $1,561 | $3,972-60.7% | $4,917-68.2% | $4,139-62.3% |
| Admin fee / account holder | $7,335 | $10,249-28.4% | $12,439-41.0% | $7,234+1.4% |