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 3-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 | $148,186 | $118,450+25.1% | $98,439+50.5% | $139,434+6.3% |
| Participation rate | 46.2% | 77.4%-31.3pp | 75.2%-29.0pp | 80.3%-34.2pp |
| Annual return | 11.25% | 18.94%-7.7pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,117 | $5,392-79.3% | $4,738-76.4% | $6,710-83.3% |
| Admin fee / account holder | $6,951 | $14,026-50.4% | $8,948-22.3% | $11,403-39.0% |