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 | $196,685 | $79,013+148.9% | $100,391+95.9% | $74,495+164.0% |
| Participation rate | 47.3% | 79.5%-32.2pp | 81.5%-34.2pp | 67.2%-19.9pp |
| Annual return | 33.86% | 20.41%+13.5pp | 49.20%-15.3pp | 1364.94%-1331.1pp |
| Employer contribution / active EE | $1,810 | $3,021-40.1% | $3,942-54.1% | $2,623-31.0% |
| Participant deferral / active EE | $3,533 | $7,760-54.5% | $8,082-56.3% | $4,346-18.7% |
| Admin fee / account holder | $2,624 | $1,320+98.8% | $7,899-66.8% | $1,942+35.1% |