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 | $131,238 | $78,422+67.3% | $95,952+36.8% | $79,858+64.3% |
| Participation rate | 14.3% | 73.5%-59.2pp | 77.1%-62.8pp | 69.6%-55.3pp |
| Annual return | 10.21% | 19.37%-9.2pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $913 | $3,440-73.5% | $4,167-78.1% | $3,740-75.6% |
| Admin fee / account holder | $5,607 | $5,622-0.3% | $6,795-17.5% | $5,306+5.7% |