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 | $183,129 | $65,246+180.7% | $98,716+85.5% | $67,986+169.4% |
| Participation rate | 11.9% | 51.4%-39.6pp | 69.3%-57.4pp | 57.2%-45.4pp |
| Annual return | 14.59% | 20.58%-6.0pp | 31.81%-17.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $264 | $1,042-74.6% | $2,279-88.4% | $2,019-86.9% |
| Participant deferral / active EE | $598 | $2,594-77.0% | $4,048-85.2% | $3,358-82.2% |
| Admin fee / account holder | $8,174 | $4,561+79.2% | $8,703-6.1% | $3,203+155.2% |