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 | $153,911 | $79,171+94.4% | $102,423+50.3% | $74,495+106.6% |
| Participation rate | 34.9% | 74.8%-39.9pp | 76.5%-41.6pp | 67.2%-32.3pp |
| Annual return | 18.73% | 54.93%-36.2pp | 29.32%-10.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $895 | $2,362-62.1% | $3,023-70.4% | $2,623-65.9% |
| Participant deferral / active EE | $2,111 | $4,415-52.2% | $5,053-58.2% | $4,346-51.4% |
| Admin fee / account holder | $8,559 | $2,001+327.8% | $9,451-9.4% | $1,942+340.8% |