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 | $167,341 | $183,592-8.9% | $155,567+7.6% | $145,959+14.6% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 10.90% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,630 | $5,315-69.3% | $4,674-65.1% | $4,661-65.0% |
| Participant deferral / active EE | $1,787 | $6,464-72.4% | $5,628-68.3% | $6,689-73.3% |
| Admin fee / account holder | $22,726 | $19,318+17.6% | $15,916+42.8% | $13,398+69.6% |