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 | $109,201 | $88,083+24.0% | $164,813-33.7% | $74,495+46.6% |
| Participation rate | 38.0% | 73.0%-35.1pp | 78.6%-40.6pp | 67.2%-29.2pp |
| Annual return | 15.72% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,202 | $2,593-53.7% | $4,341-72.3% | $2,623-54.2% |
| Participant deferral / active EE | $1,666 | $4,498-63.0% | $6,031-72.4% | $4,346-61.7% |
| Admin fee / account holder | $11,688 | $2,234+423.3% | $12,690-7.9% | $1,942+501.9% |