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 | $91,572 | $55,416+65.2% | $75,972+20.5% | $77,643+17.9% |
| Participation rate | 18.3% | 63.6%-45.3pp | 69.1%-50.7pp | 70.6%-52.3pp |
| Annual return | 20.17% | 17.07%+3.1pp | 359.55%-339.4pp | 31.24%-11.1pp |
| Employer contribution / active EE | $702 | $1,788-60.7% | $2,685-73.8% | $2,726-74.2% |
| Participant deferral / active EE | $1,033 | $3,447-70.0% | $4,255-75.7% | $4,647-77.8% |
| Admin fee / account holder | $1,940 | $414+368.8% | $6,467-70.0% | $430+350.7% |