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 | $214,819 | $154,117+39.4% | $129,995+65.3% | $139,434+54.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 18.22% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,890 | $5,289-64.3% | $4,320-56.3% | $4,751-60.2% |
| Participant deferral / active EE | $1,886 | $6,710-71.9% | $5,820-67.6% | $6,710-71.9% |
| Admin fee / account holder | $10,470 | $14,007-25.2% | $10,614-1.4% | $11,403-8.2% |