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 | $125,523 | $228,332-45.0% | $185,823-32.5% | $158,922-21.0% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 12.13% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $800 | $4,967-83.9% | $4,087-80.4% | $4,761-83.2% |
| Participant deferral / active EE | $1,167 | $6,415-81.8% | $5,632-79.3% | $5,982-80.5% |
| Admin fee / account holder | $97,797 | $11,864+724.3% | $9,500+929.4% | $11,246+769.6% |