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 | $211,350 | $65,041+224.9% | $90,951+132.4% | $79,858+164.7% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.0%-15.7pp | 69.6%-16.3pp |
| Annual return | 12.19% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,029 | $2,512-59.0% | $3,373-69.5% | $3,740-72.5% |
| Admin fee / account holder | $1,429 | $4,536-68.5% | $5,959-76.0% | $5,306-73.1% |