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 | $122,046 | $114,381+6.7% | $107,525+13.5% | $142,382-14.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 16.52% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $7,813 | $4,015+94.6% | $3,754+108.1% | $4,299+81.7% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,069 | $9,860-68.9% | $8,919-65.6% | $12,624-75.7% |