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 | $80,382 | $152,587-47.3% | $125,175-35.8% | $152,861-47.4% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.4%-29.5pp |
| Annual return | 21.46% | 54.84%-33.4pp | 43.79%-22.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,697 | $5,868-71.1% | $4,937-65.6% | $5,850-71.0% |
| Admin fee / account holder | $2,687 | $13,434-80.0% | $9,702-72.3% | $11,596-76.8% |