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 | $161,503 | $83,477+93.5% | $125,175+29.0% | $72,985+121.3% |
| Participation rate | 41.3% | 73.3%-32.1pp | 79.8%-38.5pp | 69.5%-28.2pp |
| Annual return | 21.05% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $830 | $2,345-64.6% | $3,865-78.5% | $2,440-66.0% |
| Participant deferral / active EE | $1,414 | $3,585-60.6% | $4,937-71.4% | $3,607-60.8% |
| Admin fee / account holder | $32,639 | $5,517+491.6% | $9,702+236.4% | $5,124+536.9% |