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 | $129,459 | $107,934+19.9% | $91,989+40.7% | $152,861-15.3% |
| Participation rate | 53.3% | 81.2%-27.8pp | 78.6%-25.3pp | 82.4%-29.1pp |
| Annual return | 24.91% | 89.24%-64.3pp | 69.02%-44.1pp | 345.32%-320.4pp |
| Employer contribution / active EE | $803 | $4,210-80.9% | $3,452-76.7% | $4,762-83.1% |
| Participant deferral / active EE | $1,549 | $6,364-75.7% | $5,923-73.8% | $5,850-73.5% |
| Admin fee / account holder | $696 | $10,520-93.4% | $7,743-91.0% | $11,596-94.0% |