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 | $121,668 | $104,974+15.9% | $95,585+27.3% | $142,382-14.5% |
| Participation rate | 44.4% | 75.0%-30.5pp | 72.1%-27.6pp | 80.1%-35.7pp |
| Annual return | 18.78% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $388 | $4,352-91.1% | $4,023-90.3% | $6,507-94.0% |
| Admin fee / account holder | $3,497 | $6,386-45.2% | $6,127-42.9% | $12,624-72.3% |