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 | $171,896 | $101,317+69.7% | $146,958+17.0% | $74,495+130.7% |
| Participation rate | 60.6% | 75.5%-15.0pp | 82.2%-21.6pp | 67.2%-6.6pp |
| Annual return | 21.86% | 8730.91%-8709.0pp | 418.34%-396.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $9,353 | $3,810+145.5% | $4,933+89.6% | $2,623+256.6% |
| Participant deferral / active EE | $1,235 | $7,303-83.1% | $8,070-84.7% | $4,346-71.6% |
| Admin fee / account holder | $8,424 | $1,739+384.4% | $12,998-35.2% | $1,942+333.8% |