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 | $170,665 | $86,944+96.3% | $107,525+58.7% | $74,304+129.7% |
| Participation rate | 13.7% | 59.6%-45.9pp | 75.1%-61.4pp | 60.3%-46.7pp |
| Annual return | 19.31% | 23.52%-4.2pp | 181.32%-162.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $850 | $2,757-69.2% | $3,754-77.4% | $2,241-62.1% |
| Participant deferral / active EE | $1,527 | $3,554-57.0% | $5,116-70.2% | $3,767-59.5% |
| Admin fee / account holder | $5,120 | $3,727+37.4% | $8,919-42.6% | $2,969+72.5% |