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 | $195,174 | $107,934+80.8% | $91,989+112.2% | $152,861+27.7% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 15.74% | 89.24%-73.5pp | 69.02%-53.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,180 | $4,210-48.2% | $3,452-36.8% | $4,762-54.2% |
| Participant deferral / active EE | $1,831 | $6,364-71.2% | $5,923-69.1% | $5,850-68.7% |
| Admin fee / account holder | $20,648 | $10,520+96.3% | $7,743+166.7% | $11,596+78.1% |