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 | $190,765 | $90,745+110.2% | $130,231+46.5% | $75,163+153.8% |
| Participation rate | 41.3% | 71.1%-29.7pp | 76.3%-35.0pp | 67.2%-25.9pp |
| Annual return | 13.65% | 34.45%-20.8pp | 38.77%-25.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,707 | $3,314-48.5% | $4,126-58.6% | $2,670-36.1% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,172 | $6,331-81.5% | $6,020-80.5% | $5,651-79.3% |