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 | $166,204 | $86,929+91.2% | $102,423+62.3% | $80,856+105.6% |
| Participation rate | 39.4% | 72.4%-33.0pp | 76.5%-37.1pp | 67.6%-28.2pp |
| Annual return | 16.88% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $944 | $4,118-77.1% | $5,053-81.3% | $4,296-78.0% |
| Admin fee / account holder | $3,183 | $8,049-60.4% | $9,451-66.3% | $6,918-54.0% |