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 | $148,464 | $58,927+151.9% | $76,817+93.3% | $72,985+103.4% |
| Participation rate | 48.1% | 67.3%-19.2pp | 72.1%-23.9pp | 69.5%-21.3pp |
| Annual return | 17.62% | 2305.64%-2288.0pp | 1166.11%-1148.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $346 | $2,690-87.2% | $3,336-89.6% | $3,607-90.4% |
| Admin fee / account holder | $13,273 | $4,013+230.8% | $6,420+106.8% | $5,124+159.0% |