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 4-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 | $202,871 | $124,425+63.0% | $112,040+81.1% | $137,256+47.8% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 10.14% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,041 | $3,411-69.5% | $2,954-64.8% | $4,156-75.0% |
| Participant deferral / active EE | $1,620 | $5,718-71.7% | $5,098-68.2% | $6,407-74.7% |
| Admin fee / account holder | $109,582 | $15,207+620.6% | $12,098+805.8% | $12,270+793.1% |