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 | $137,385 | $65,557+109.6% | $64,056+114.5% | $71,457+92.3% |
| Participation rate | 57.0% | 73.2%-16.2pp | 72.3%-15.3pp | 67.9%-10.9pp |
| Annual return | 13.58% | 18.94%-5.4pp | 33.69%-20.1pp | 28.85%-15.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $539 | $3,626-85.1% | $3,880-86.1% | $4,289-87.4% |
| Admin fee / account holder | $3,333 | $616+441.2% | $3,068+8.6% | $1,587+110.0% |