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 | $125,882 | $148,534-15.3% | $135,903-7.4% | $139,434-9.7% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.0pp |
| Annual return | 16.46% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,311 | $8,100-83.8% | $7,758-83.1% | $6,710-80.5% |
| Admin fee / account holder | $9,574 | $12,400-22.8% | $10,762-11.0% | $11,403-16.0% |