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 | $187,066 | $94,625+97.7% | $116,228+60.9% | $84,808+120.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 17.55% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,706 | $3,972-57.0% | $4,953-65.6% | $4,212-59.5% |
| Admin fee / account holder | $4,957 | $10,091-50.9% | $11,989-58.7% | $7,344-32.5% |