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 | $164,599 | $89,753+83.4% | $107,525+53.1% | $84,808+94.1% |
| Participation rate | 32.6% | 68.1%-35.5pp | 75.1%-42.5pp | 68.3%-35.7pp |
| Annual return | 13.95% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $945 | $3,113-69.6% | $3,754-74.8% | $2,631-64.1% |
| Participant deferral / active EE | $1,083 | $4,056-73.3% | $5,116-78.8% | $4,212-74.3% |
| Admin fee / account holder | $30,568 | $7,222+323.3% | $8,919+242.7% | $7,344+316.2% |