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 | $109,622 | $105,181+4.2% | $159,436-31.2% | $85,850+27.7% |
| Participation rate | 25.5% | 75.8%-50.3pp | 82.8%-57.4pp | 69.3%-43.9pp |
| Annual return | 20.78% | 45.07%-24.3pp | 263.57%-242.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $925 | $3,318-72.1% | $4,829-80.8% | $2,565-63.9% |
| Participant deferral / active EE | $583 | $5,945-90.2% | $7,352-92.1% | $3,952-85.3% |
| Admin fee / account holder | $9,862 | $6,933+42.2% | $10,799-8.7% | $6,260+57.5% |