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 | $99,119 | $72,277+37.1% | $101,248-2.1% | $79,858+24.1% |
| Participation rate | 48.4% | 68.5%-20.1pp | 75.8%-27.4pp | 69.6%-21.2pp |
| Annual return | 22.60% | 22.30%+0.3pp | 46.47%-23.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $61,232 | $2,692+2175.0% | $3,660+1573.2% | $2,471+2378.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,261 | $4,400+19.6% | $5,945-11.5% | $5,306-0.9% |