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 | $135,702 | $56,897+138.5% | $84,750+60.1% | $62,891+115.8% |
| Participation rate | 32.0% | 68.5%-36.5pp | 76.6%-44.6pp | 69.3%-37.3pp |
| Annual return | 10.24% | 6.30%+3.9pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $560 | $2,709-79.3% | $3,712-84.9% | $3,203-82.5% |
| Admin fee / account holder | $2,286 | $3,581-36.1% | $5,332-57.1% | $4,296-46.8% |