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 | $188,134 | $71,883+161.7% | $86,677+117.1% | $68,494+174.7% |
| Participation rate | 18.4% | 72.2%-53.8pp | 76.6%-58.2pp | 67.9%-49.5pp |
| Annual return | -18.28% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $594 | $2,173-72.6% | $2,836-79.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,708 | $3,779-54.8% | $4,656-63.3% | $4,027-57.6% |
| Admin fee / account holder | $2,462 | $6,112-59.7% | $7,493-67.1% | $5,403-54.4% |