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 | $194,660 | $210,408-7.5% | $153,485+26.8% | $145,922+33.4% |
| Participation rate | 69.2% | 82.1%-12.9pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 23.41% | 13.37%+10.0pp | 15.65%+7.8pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,444 | $6,048-76.1% | $5,039-71.3% | $4,660-69.0% |
| Participant deferral / active EE | $1,729 | $7,975-78.3% | $6,757-74.4% | $6,688-74.1% |
| Admin fee / account holder | $4,428 | $19,419-77.2% | $12,724-65.2% | $13,397-66.9% |