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 | $171,859 | $103,031+66.8% | $78,805+118.1% | $357,791-52.0% |
| Participation rate | 60.0% | 81.4%-21.4pp | 73.6%-13.6pp | 85.6%-25.6pp |
| Annual return | 13.13% | -11.97%+25.1pp | -2.71%+15.8pp | 396.79%-383.7pp |
| Employer contribution / active EE | $3,808 | $6,909-44.9% | $4,059-6.2% | $7,508-49.3% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,555 | $5,883-73.6% | $5,677-72.6% | $28,387-94.5% |