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 | $199,215 | $107,791+84.8% | $90,645+119.8% | $135,375+47.2% |
| Participation rate | 30.0% | 78.0%-48.0pp | 74.0%-44.0pp | 82.6%-52.6pp |
| Annual return | -6.33% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $818 | $3,018-72.9% | $2,532-67.7% | $4,779-82.9% |
| Participant deferral / active EE | $421 | $3,872-89.1% | $3,425-87.7% | $5,609-92.5% |
| Admin fee / account holder | $6,986 | $5,930+17.8% | $4,994+39.9% | $10,827-35.5% |