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 | $167,072 | $80,968+106.3% | $96,544+73.1% | $75,163+122.3% |
| Participation rate | 38.2% | 71.8%-33.5pp | 76.0%-37.7pp | 67.2%-29.0pp |
| Annual return | 16.12% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $782 | $2,282-65.7% | $2,965-73.6% | $2,670-70.7% |
| Participant deferral / active EE | $1,768 | $3,928-55.0% | $4,851-63.5% | $4,125-57.1% |
| Admin fee / account holder | $63,439 | $6,724+843.4% | $8,252+668.7% | $5,651+1022.6% |