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 | $168,557 | $165,335+1.9% | $149,696+12.6% | $158,922+6.1% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 45.92% | 348.15%-302.2pp | 276.60%-230.7pp | 302.83%-256.9pp |
| Employer contribution / active EE | $956 | $5,103-81.3% | $4,644-79.4% | $4,761-79.9% |
| Participant deferral / active EE | $1,640 | $7,181-77.2% | $6,842-76.0% | $5,982-72.6% |
| Admin fee / account holder | $126,352 | $10,807+1069.2% | $9,309+1257.4% | $11,246+1023.6% |