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 | $170,289 | $78,926+115.8% | $136,749+24.5% | $84,808+100.8% |
| Participation rate | 16.3% | 62.2%-45.9pp | 72.1%-55.8pp | 68.3%-52.0pp |
| Annual return | 15.08% | 18.17%-3.1pp | 24.33%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $914 | $2,134-57.2% | $3,400-73.1% | $2,631-65.3% |
| Participant deferral / active EE | $1,011 | $3,168-68.1% | $4,692-78.4% | $4,212-76.0% |
| Admin fee / account holder | $2,984 | $6,369-53.2% | $11,386-73.8% | $7,344-59.4% |