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 | $50,661 | $116,175-56.4% | $93,606-45.9% | $152,861-66.9% |
| Participation rate | 64.7% | 78.0%-13.3pp | 75.8%-11.1pp | 82.4%-17.7pp |
| Annual return | 20.42% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,219 | $4,603-73.5% | $4,069-70.0% | $5,850-79.2% |
| Admin fee / account holder | $2,112 | $10,748-80.4% | $7,888-73.2% | $11,596-81.8% |