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 | $189,277 | $94,031+101.3% | $115,768+63.5% | $82,448+129.6% |
| Participation rate | 44.0% | 70.4%-26.4pp | 74.4%-30.4pp | 68.1%-24.1pp |
| Annual return | 13.14% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,516 | $3,972-61.8% | $4,917-69.2% | $4,139-63.4% |
| Admin fee / account holder | $22,658 | $10,249+121.1% | $12,439+82.1% | $7,234+213.2% |