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 | $179,760 | $86,286+108.3% | $111,297+61.5% | $85,850+109.4% |
| Participation rate | 11.1% | 73.3%-62.2pp | 77.3%-66.2pp | 69.3%-58.2pp |
| Annual return | 11.69% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,044 | $2,043-48.9% | $2,731-61.8% | $2,565-59.3% |
| Participant deferral / active EE | $1,359 | $3,641-62.7% | $4,487-69.7% | $3,952-65.6% |
| Admin fee / account holder | $306,469 | $8,188+3642.9% | $7,964+3748.3% | $6,260+4795.8% |