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 | $129,450 | $201,272-35.7% | $184,203-29.7% | $145,922-11.3% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 17.12% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,159 | $9,806-78.0% | $9,131-76.4% | $6,688-67.7% |
| Admin fee / account holder | $10,640 | $16,364-35.0% | $13,901-23.5% | $13,397-20.6% |