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 | $181,821 | $165,335+10.0% | $149,696+21.5% | $158,922+14.4% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 13.08% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,830 | $5,103-25.0% | $4,644-17.5% | $4,761-19.6% |
| Participant deferral / active EE | $1,047 | $7,181-85.4% | $6,842-84.7% | $5,982-82.5% |
| Admin fee / account holder | $24,928 | $10,807+130.7% | $9,309+167.8% | $11,246+121.7% |