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 | $130,268 | $57,354+127.1% | $83,848+55.4% | $64,186+103.0% |
| Participation rate | 69.4% | 68.6%+0.8pp | 76.1%-6.7pp | 69.6%-0.2pp |
| Annual return | 43.25% | 11.38%+31.9pp | 850.88%-807.6pp | 7.63%+35.6pp |
| Employer contribution / active EE | $9,412 | $2,545+269.8% | $3,631+159.2% | $2,381+295.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,817 | $4,046+68.5% | $5,478+24.4% | $4,888+39.5% |