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 | $199,329 | $112,881+76.6% | $90,951+119.2% | $158,922+25.4% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 15.30% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $533 | $4,128-87.1% | $3,373-84.2% | $5,982-91.1% |
| Admin fee / account holder | $30,960 | $8,041+285.0% | $5,959+419.6% | $11,246+175.3% |