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 | $242,651 | $108,172+124.3% | $77,482+213.2% | $158,922+52.7% |
| Participation rate | 63.6% | 64.4%-0.8pp | 54.2%+9.5pp | 82.0%-18.3pp |
| Annual return | 14.59% | 31.67%-17.1pp | 54.79%-40.2pp | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $44 | $2,456-98.2% | $1,861-97.7% | $5,982-99.3% |
| Admin fee / account holder | $5,213 | $3,708+40.6% | $2,858+82.4% | $11,246-53.6% |