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 | $90,403 | $217,402-58.4% | $185,823-51.3% | $167,490-46.0% |
| Participation rate | 42.1% | 86.0%-43.9pp | 81.7%-39.6pp | 82.1%-40.0pp |
| Annual return | 25.54% | 148.36%-122.8pp | 122.05%-96.5pp | 478.56%-453.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $395 | $6,356-93.8% | $5,568-92.9% | $6,341-93.8% |
| Admin fee / account holder | $757 | $19,811-96.2% | $16,237-95.3% | $12,309-93.8% |