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 | $208,910 | $106,543+96.1% | $91,220+129.0% | $134,475+55.4% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -13.08% | 160.60%-173.7pp | 114.01%-127.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $398 | $3,331-88.0% | $2,850-86.0% | $4,740-91.6% |
| Participant deferral / active EE | $759 | $4,719-83.9% | $4,234-82.1% | $6,400-88.1% |
| Admin fee / account holder | $7,808 | $6,231+25.3% | $5,420+44.1% | $11,426-31.7% |