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 | $133,070 | $111,724+19.1% | $93,606+42.2% | $145,922-8.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 18.97% | 202.98%-184.0pp | 133.20%-114.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,926 | $3,090-37.7% | $2,420-20.4% | $4,660-58.7% |
| Participant deferral / active EE | $846 | $4,912-82.8% | $4,411-80.8% | $6,688-87.4% |
| Admin fee / account holder | $2,339 | $10,250-77.2% | $8,285-71.8% | $13,397-82.5% |