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 | $225,367 | $73,933+204.8% | $96,683+133.1% | $75,163+199.8% |
| Participation rate | 28.9% | 66.4%-37.5pp | 74.3%-45.5pp | 67.2%-38.3pp |
| Annual return | 18.31% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,343 | $2,928-54.1% | $3,737-64.1% | $2,670-49.7% |
| Participant deferral / active EE | $1,263 | $3,659-65.5% | $4,878-74.1% | $4,125-69.4% |
| Admin fee / account holder | $46,764 | $5,216+796.5% | $6,730+594.9% | $5,651+727.5% |