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 | $212,773 | $167,484+27.0% | $151,611+40.3% | $134,475+58.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -12.03% | 7.80%-19.8pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,562 | $6,829-62.5% | $6,166-58.5% | $4,740-46.0% |
| Participant deferral / active EE | $3,142 | $8,986-65.0% | $8,363-62.4% | $6,400-50.9% |
| Admin fee / account holder | $10,769 | $13,783-21.9% | $11,616-7.3% | $11,426-5.7% |