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 | $140,741 | $58,208+141.8% | $81,812+72.0% | $80,856+74.1% |
| Participation rate | 65.9% | 63.4%+2.5pp | 72.3%-6.4pp | 67.6%-1.7pp |
| Annual return | 99.06% | 41.66%+57.4pp | 773.79%-674.7pp | 35.59%+63.5pp |
| Employer contribution / active EE | $555 | $2,340-76.3% | $2,912-80.9% | $2,755-79.8% |
| Participant deferral / active EE | $605 | $3,281-81.6% | $4,319-86.0% | $4,296-85.9% |
| Admin fee / account holder | $115,126 | $4,981+2211.2% | $7,386+1458.7% | $6,918+1564.2% |