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 | $123,920 | $80,968+53.0% | $96,544+28.4% | $75,163+64.9% |
| Participation rate | 48.4% | 71.8%-23.4pp | 76.0%-27.6pp | 67.2%-18.8pp |
| Annual return | 17.91% | 27.06%-9.2pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,634 | $3,928-58.4% | $4,851-66.3% | $4,125-60.4% |
| Admin fee / account holder | $14,914 | $6,724+121.8% | $8,252+80.7% | $5,651+163.9% |