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 | $124,672 | $111,724+11.6% | $93,606+33.2% | $145,922-14.6% |
| Participation rate | 23.1% | 74.2%-51.1pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 10.00% | 202.98%-193.0pp | 133.20%-123.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $613 | $3,090-80.2% | $2,420-74.7% | $4,660-86.8% |
| Participant deferral / active EE | $1,067 | $4,912-78.3% | $4,411-75.8% | $6,688-84.0% |
| Admin fee / account holder | $37,002 | $10,250+261.0% | $8,285+346.6% | $13,397+176.2% |