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 | $46,087 | $89,753-48.7% | $107,525-57.1% | $84,808-45.7% |
| Participation rate | 69.2% | 68.1%+1.2pp | 75.1%-5.8pp | 68.3%+0.9pp |
| Annual return | 16.08% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,680 | $3,113+275.2% | $3,754+211.2% | $2,631+343.9% |
| Participant deferral / active EE | $1,619 | $4,056-60.1% | $5,116-68.4% | $4,212-61.6% |
| Admin fee / account holder | $13,309 | $7,222+84.3% | $8,919+49.2% | $7,344+81.2% |