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 | $167,426 | $48,274+246.8% | $63,517+163.6% | $59,632+180.8% |
| Participation rate | 22.4% | 66.3%-43.9pp | 71.0%-48.6pp | 68.7%-46.3pp |
| Annual return | 3.24% | -240.79%+244.0pp | -70.30%+73.5pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $429 | $1,586-72.9% | $2,322-81.5% | $2,203-80.5% |
| Participant deferral / active EE | $588 | $2,343-74.9% | $2,953-80.1% | $3,192-81.6% |
| Admin fee / account holder | $3,977 | $3,600+10.5% | $5,892-32.5% | $4,297-7.4% |