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 | $190,082 | $106,890+77.8% | $84,015+126.2% | $152,861+24.3% |
| Participation rate | 27.3% | 75.2%-48.0pp | 69.0%-41.7pp | 82.4%-55.2pp |
| Annual return | 19.81% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $524 | $2,734-80.8% | $1,983-73.6% | $4,762-89.0% |
| Participant deferral / active EE | $738 | $4,011-81.6% | $3,239-77.2% | $5,850-87.4% |
| Admin fee / account holder | $6,703 | $8,285-19.1% | $6,101+9.9% | $11,596-42.2% |