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 | $196,026 | $228,332-14.1% | $185,823+5.5% | $158,922+23.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 9.21% | 40.80%-31.6pp | 35.95%-26.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $28,500 | $4,967+473.8% | $4,087+597.3% | $4,761+498.6% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $899 | $11,864-92.4% | $9,500-90.5% | $11,246-92.0% |