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 | $161,790 | $34,308+371.6% | $74,701+116.6% | $72,985+121.7% |
| Participation rate | 46.2% | 42.4%+3.8pp | 54.5%-8.3pp | 69.5%-23.3pp |
| Annual return | 20.55% | 26.58%-6.0pp | 752.92%-732.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $45 | $1,271-96.5% | $1,964-97.7% | $3,607-98.8% |
| Admin fee / account holder | $435 | $2,124-79.5% | $3,333-87.0% | $5,124-91.5% |