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 | $203,829 | $106,584+91.2% | $101,326+101.2% | $142,382+43.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 14.47% | 36.93%-22.5pp | 36.82%-22.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $861 | $8,297-89.6% | $7,994-89.2% | $6,507-86.8% |
| Admin fee / account holder | $112,397 | $11,446+882.0% | $11,185+904.9% | $12,624+790.4% |