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 | $164,093 | $91,538+79.3% | $129,995+26.2% | $75,163+118.3% |
| Participation rate | 41.5% | 71.4%-30.0pp | 78.5%-37.0pp | 67.2%-25.7pp |
| Annual return | 21.36% | -631.11%+652.5pp | -137.18%+158.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $878 | $2,845-69.1% | $4,320-79.7% | $2,670-67.1% |
| Participant deferral / active EE | $1,537 | $4,341-64.6% | $5,820-73.6% | $4,125-62.7% |
| Admin fee / account holder | $31,517 | $6,790+364.1% | $10,614+196.9% | $5,651+457.7% |