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 | $124,358 | $111,754+11.3% | $103,333+20.3% | $145,922-14.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.03% | 24.77%-8.7pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,421 | $4,212-66.3% | $3,868-63.3% | $4,660-69.5% |
| Participant deferral / active EE | $1,052 | $5,619-81.3% | $5,057-79.2% | $6,688-84.3% |
| Admin fee / account holder | $27,146 | $9,750+178.4% | $8,355+224.9% | $13,397+102.6% |