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 | $145,721 | $99,985+45.7% | $146,665-0.6% | $85,850+69.7% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 24.60% | 18.93%+5.7pp | 22.74%+1.9pp | 318.53%-293.9pp |
| Employer contribution / active EE | $1,639 | $2,559-35.9% | $4,136-60.4% | $2,565-36.1% |
| Participant deferral / active EE | $1,460 | $4,006-63.5% | $5,506-73.5% | $3,952-63.0% |
| Admin fee / account holder | $9,065 | $7,702+17.7% | $10,280-11.8% | $6,260+44.8% |