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 | $185,751 | $46,553+299.0% | $64,056+190.0% | $75,163+147.1% |
| Participation rate | 12.1% | 65.9%-53.8pp | 72.3%-60.2pp | 67.2%-55.1pp |
| Annual return | 19.15% | 26.03%-6.9pp | 33.69%-14.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $425 | $2,837-85.0% | $3,880-89.0% | $4,125-89.7% |
| Admin fee / account holder | $1,182 | $2,952-59.9% | $3,068-61.5% | $5,651-79.1% |