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 | $60,379 | $63,346-4.7% | $92,233-34.5% | $70,131-13.9% |
| Participation rate | 23.0% | 68.7%-45.7pp | 76.5%-53.5pp | 69.5%-46.6pp |
| Annual return | 34.53% | 530.12%-495.6pp | 176.28%-141.7pp | 73.14%-38.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,062 | $2,854-62.8% | $3,897-72.7% | $3,332-68.1% |
| Admin fee / account holder | $1,481 | $3,840-61.4% | $5,194-71.5% | $4,645-68.1% |