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 | $68,547+97.0% | $120,354+12.2% | $80,856+67.0% |
| Participation rate | 20.6% | 61.6%-41.0pp | 71.9%-51.3pp | 67.6%-47.0pp |
| Annual return | 14.41% | 23.60%-9.2pp | 107.15%-92.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $860 | $2,051-58.1% | $3,463-75.2% | $2,755-68.8% |
| Participant deferral / active EE | $1,062 | $3,173-66.5% | $4,991-78.7% | $4,296-75.3% |
| Admin fee / account holder | $21,550 | $5,732+276.0% | $9,423+128.7% | $6,918+211.5% |