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 | $188,476 | $72,277+160.8% | $101,248+86.2% | $79,858+136.0% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 15.00% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $10,016 | $2,692+272.1% | $3,660+173.7% | $2,471+305.4% |
| Participant deferral / active EE | $1,040 | $3,282-68.3% | $4,370-76.2% | $3,740-72.2% |
| Admin fee / account holder | $8,930 | $4,400+102.9% | $5,945+50.2% | $5,306+68.3% |