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 | $124,356 | $85,515+45.4% | $112,040+11.0% | $67,986+82.9% |
| Participation rate | 37.6% | 68.2%-30.6pp | 76.5%-38.9pp | 57.2%-19.6pp |
| Annual return | 15.28% | 29.68%-14.4pp | 24.52%-9.2pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,357 | $4,014-66.2% | $5,098-73.4% | $3,358-59.6% |
| Admin fee / account holder | $2,050 | $3,774-45.7% | $12,098-83.1% | $3,203-36.0% |