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 | $112,621 | $66,098+70.4% | $101,794+10.6% | $74,304+51.6% |
| Participation rate | 19.3% | 53.8%-34.5pp | 69.2%-49.9pp | 60.3%-41.1pp |
| Annual return | 20.74% | 19.59%+1.2pp | 30.53%-9.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,113 | $2,781-60.0% | $4,084-72.7% | $3,767-70.5% |
| Admin fee / account holder | $2,493 | $4,146-39.9% | $8,777-71.6% | $2,969-16.0% |