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 | $180,798 | $124,881+44.8% | $209,409-13.7% | $116,875+54.7% |
| Participation rate | 63.3% | 75.8%-12.4pp | 80.4%-17.0pp | 74.5%-11.2pp |
| Annual return | 21.51% | 14.56%+7.0pp | 159.49%-138.0pp | 16.29%+5.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $5,035-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,907 | $3,793-49.7% | $4,230-54.9% | $3,885-50.9% |
| Admin fee / account holder | $5,628 | $12,933-56.5% | $16,474-65.8% | $12,263-54.1% |