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 | $150,580 | $62,127+142.4% | $81,382+85.0% | $74,495+102.1% |
| Participation rate | 31.7% | 64.0%-32.3pp | 69.5%-37.8pp | 67.2%-35.5pp |
| Annual return | 20.18% | 16.48%+3.7pp | 24.73%-4.6pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $946 | $1,882-49.7% | $2,463-61.6% | $2,623-63.9% |
| Participant deferral / active EE | $1,192 | $3,229-63.1% | $3,883-69.3% | $4,346-72.6% |
| Admin fee / account holder | $14,882 | $1,934+669.3% | $5,768+158.0% | $1,942+666.4% |