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 | $168,476 | $99,985+68.5% | $146,665+14.9% | $85,850+96.2% |
| Participation rate | 46.3% | 73.1%-26.8pp | 80.1%-33.8pp | 69.3%-23.1pp |
| Annual return | 15.69% | 18.93%-3.2pp | 22.74%-7.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,094 | $2,559-57.3% | $4,136-73.6% | $2,565-57.4% |
| Participant deferral / active EE | $1,718 | $4,006-57.1% | $5,506-68.8% | $3,952-56.5% |
| Admin fee / account holder | $17,619 | $7,702+128.7% | $10,280+71.4% | $6,260+181.5% |