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 | $113,117 | $71,050+59.2% | $93,606+20.8% | $80,856+39.9% |
| Participation rate | 18.6% | 60.4%-41.8pp | 68.7%-50.1pp | 67.6%-49.0pp |
| Annual return | 12.70% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,103 | $4,034-72.7% | $4,411-75.0% | $4,296-74.3% |
| Admin fee / account holder | $16,538 | $6,945+138.1% | $8,285+99.6% | $6,918+139.1% |