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 | $73,849 | $144,119-48.8% | $117,854-37.3% | $147,584-50.0% |
| Participation rate | 26.3% | 83.4%-57.1pp | 79.7%-53.3pp | 82.8%-56.5pp |
| Annual return | 15.69% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,168 | $5,316-78.0% | $4,482-73.9% | $5,439-78.5% |
| Admin fee / account holder | $11,327 | $10,886+4.1% | $8,020+41.2% | $10,885+4.1% |