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 | $144,013 | $79,944+80.1% | $98,439+46.3% | $75,163+91.6% |
| Participation rate | 34.5% | 70.4%-35.9pp | 75.2%-40.7pp | 67.2%-32.7pp |
| Annual return | 15.13% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,559 | $3,752-58.5% | $4,738-67.1% | $4,125-62.2% |
| Admin fee / account holder | $11,384 | $6,840+66.4% | $8,948+27.2% | $5,651+101.4% |