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 | $73,538 | $197,591-62.8% | $177,821-58.6% | $158,922-53.7% |
| Participation rate | 58.8% | 88.5%-29.7pp | 87.7%-28.9pp | 82.0%-23.1pp |
| Annual return | 18.04% | 58.76%-40.7pp | 48.32%-30.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,044 | $8,405-87.6% | $7,714-86.5% | $5,982-82.5% |
| Admin fee / account holder | $7,577 | $15,399-50.8% | $12,427-39.0% | $11,246-32.6% |