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 | $182,466 | $117,381+55.4% | $99,443+83.5% | $152,861+19.4% |
| Participation rate | 53.8% | 77.5%-23.7pp | 73.8%-20.0pp | 82.4%-28.6pp |
| Annual return | 18.02% | 31.87%-13.8pp | 30.72%-12.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $374 | $4,086-90.8% | $3,619-89.7% | $5,850-93.6% |
| Admin fee / account holder | $8,732 | $7,631+14.4% | $6,250+39.7% | $11,596-24.7% |