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 | $205,918 | $89,753+129.4% | $107,525+91.5% | $84,808+142.8% |
| Participation rate | 57.6% | 68.1%-10.5pp | 75.1%-17.5pp | 68.3%-10.7pp |
| Annual return | 15.20% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $9,783 | $3,113+214.2% | $3,754+160.6% | $2,631+271.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,795 | $7,222-75.1% | $8,919-79.9% | $7,344-75.6% |