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 | $171,188 | $78,422+118.3% | $95,952+78.4% | $79,858+114.4% |
| Participation rate | 64.2% | 73.5%-9.3pp | 77.1%-12.9pp | 69.6%-5.5pp |
| Annual return | 15.24% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,830 | $1,945+45.5% | $2,541+11.4% | $2,471+14.5% |
| Participant deferral / active EE | $1,403 | $3,440-59.2% | $4,167-66.3% | $3,740-62.5% |
| Admin fee / account holder | $16,945 | $5,622+201.4% | $6,795+149.4% | $5,306+219.3% |