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 | $142,894 | $80,968+76.5% | $96,544+48.0% | $75,163+90.1% |
| Participation rate | 47.6% | 71.8%-24.1pp | 76.0%-28.3pp | 67.2%-19.6pp |
| Annual return | 16.18% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,676 | $3,928-57.3% | $4,851-65.5% | $4,125-59.4% |
| Admin fee / account holder | $12,813 | $6,724+90.6% | $8,252+55.3% | $5,651+126.7% |