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 | $224,530 | $80,968+177.3% | $96,544+132.6% | $75,163+198.7% |
| Participation rate | 35.0% | 71.8%-36.8pp | 76.0%-41.0pp | 67.2%-32.2pp |
| Annual return | 14.96% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,231 | $3,928-68.7% | $4,851-74.6% | $4,125-70.2% |
| Admin fee / account holder | $118,320 | $6,724+1659.6% | $8,252+1333.8% | $5,651+1993.8% |