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 | $125,925 | $157,256-19.9% | $141,162-10.8% | $152,861-17.6% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.4%-69.9pp |
| Annual return | 16.28% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $6,365 | $5,261+21.0% | $4,735+34.4% | $4,762+33.7% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,402 | $12,120-71.9% | $10,261-66.8% | $11,596-70.7% |