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 | $98,419 | $61,660+59.6% | $80,019+23.0% | $64,186+53.3% |
| Participation rate | 55.6% | 71.7%-16.1pp | 75.8%-20.3pp | 69.6%-14.0pp |
| Annual return | 7.12% | -0.33%+7.4pp | 11.22%-4.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,088 | $2,968-63.3% | $3,686-70.5% | $3,470-68.6% |
| Admin fee / account holder | $956 | $5,417-82.3% | $6,521-85.3% | $4,888-80.4% |