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 | $97,914 | $49,138+99.3% | $84,015+16.5% | $65,185+50.2% |
| Participation rate | 27.4% | 60.7%-33.4pp | 69.0%-41.7pp | 70.2%-42.8pp |
| Annual return | 21.64% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $232 | $914-74.6% | $1,983-88.3% | $2,177-89.3% |
| Participant deferral / active EE | $772 | $2,397-67.8% | $3,239-76.2% | $3,514-78.0% |
| Admin fee / account holder | $14,123 | $543+2499.4% | $6,101+131.5% | $847+1567.3% |