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 | $135,045 | $68,573+96.9% | $120,368+12.2% | $80,874+67.0% |
| Participation rate | 20.6% | 61.6%-41.0pp | 71.9%-51.3pp | 67.6%-47.1pp |
| Annual return | 14.41% | 23.61%-9.2pp | 107.26%-92.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $860 | $2,052-58.1% | $3,465-75.2% | $2,756-68.8% |
| Participant deferral / active EE | $1,062 | $3,174-66.6% | $4,991-78.7% | $4,297-75.3% |
| Admin fee / account holder | $21,550 | $5,734+275.9% | $9,429+128.6% | $6,935+210.7% |