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 | $48,158 | $183,963-73.8% | $162,163-70.3% | $152,861-68.5% |
| Participation rate | 28.6% | 88.5%-59.9pp | 87.6%-59.0pp | 82.4%-53.9pp |
| Annual return | 16.66% | 150.76%-134.1pp | 115.59%-98.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,461 | $8,034-81.8% | $7,298-80.0% | $5,850-75.0% |
| Admin fee / account holder | $31,758 | $13,121+142.0% | $10,843+192.9% | $11,596+173.9% |