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 | $161,285 | $87,733+83.8% | $106,548+51.4% | $85,850+87.9% |
| Participation rate | 32.8% | 71.9%-39.1pp | 76.1%-43.3pp | 69.3%-36.5pp |
| Annual return | 26.31% | 21.86%+4.5pp | 26.80%-0.5pp | 318.53%-292.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,046 | $3,469-69.8% | $4,398-76.2% | $3,952-73.5% |
| Admin fee / account holder | $24,270 | $6,767+258.6% | $7,407+227.7% | $6,260+287.7% |