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 | $226,635 | $124,425+82.1% | $112,040+102.3% | $137,256+65.1% |
| Participation rate | 31.3% | 79.3%-48.1pp | 76.5%-45.2pp | 80.0%-48.7pp |
| Annual return | 11.34% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $949 | $5,718-83.4% | $5,098-81.4% | $6,407-85.2% |
| Admin fee / account holder | $17,606 | $15,207+15.8% | $12,098+45.5% | $12,270+43.5% |