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 | $41,805 | $217,402-80.8% | $185,823-77.5% | $167,490-75.0% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 16.78% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,090 | $6,356-82.8% | $5,568-80.4% | $6,341-82.8% |
| Admin fee / account holder | $21,532 | $19,811+8.7% | $16,237+32.6% | $12,309+74.9% |