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 | $164,570 | $118,450+38.9% | $98,439+67.2% | $139,434+18.0% |
| Participation rate | 31.8% | 77.4%-45.6pp | 75.2%-43.3pp | 80.3%-48.5pp |
| Annual return | 14.82% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $406 | $5,392-92.5% | $4,738-91.4% | $6,710-93.9% |
| Admin fee / account holder | $9,792 | $14,026-30.2% | $8,948+9.4% | $11,403-14.1% |