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 | $188,132 | $123,909+51.8% | $69,647+170.1% | $145,922+28.9% |
| Participation rate | 55.6% | 69.2%-13.7pp | 66.5%-10.9pp | 80.3%-24.7pp |
| Annual return | 11.73% | 190.55%-178.8pp | 100.48%-88.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $236 | $4,236-94.4% | $2,886-91.8% | $6,688-96.5% |
| Admin fee / account holder | $39,321 | $7,863+400.1% | $4,713+734.3% | $13,397+193.5% |