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 | $160,394 | $106,584+50.5% | $101,326+58.3% | $142,382+12.7% |
| Participation rate | 31.8% | 82.7%-50.9pp | 81.5%-49.7pp | 80.1%-48.3pp |
| Annual return | 16.84% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,123 | $3,956-71.6% | $3,665-69.4% | $4,299-73.9% |
| Participant deferral / active EE | $1,374 | $8,297-83.4% | $7,994-82.8% | $6,507-78.9% |
| Admin fee / account holder | $31,149 | $11,446+172.1% | $11,185+178.5% | $12,624+146.8% |