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 5-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 | $56,658 | $177,572-68.1% | $154,803-63.4% | $142,382-60.2% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.1%-63.8pp | 80.1%-65.8pp |
| Annual return | 16.07% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,213 | $6,272-80.7% | $5,540-78.1% | $6,507-81.4% |
| Admin fee / account holder | $364 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |