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 | $113,760 | $112,096+1.5% | $95,952+18.6% | $158,922-28.4% |
| Participation rate | 58.8% | 79.0%-20.1pp | 77.1%-18.2pp | 82.0%-23.1pp |
| Annual return | 13.15% | 171.09%-157.9pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,790 | $3,198-44.0% | $2,541-29.6% | $4,761-62.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,319 | $10,130-27.8% | $6,795+7.7% | $11,246-34.9% |