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 | $92,107 | $44,960+104.9% | $84,966+8.4% | $74,495+23.6% |
| Participation rate | 66.7% | 49.4%+17.3pp | 67.5%-0.8pp | 67.2%-0.5pp |
| Annual return | 16.57% | 26.24%-9.7pp | 66.38%-49.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,600 | $1,457+147.1% | $2,727+32.0% | $2,623+37.2% |
| Participant deferral / active EE | $485 | $2,731-82.2% | $4,519-89.3% | $4,346-88.8% |
| Admin fee / account holder | $11,157 | $2,209+405.0% | $6,149+81.5% | $1,942+474.6% |