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 | $56,245 | $183,963-69.4% | $162,163-65.3% | $152,861-63.2% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.6%-50.1pp | 82.4%-44.9pp |
| Annual return | 20.02% | 150.76%-130.7pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,261 | $8,034-84.3% | $7,298-82.7% | $5,850-78.4% |
| Admin fee / account holder | $3,614 | $13,121-72.5% | $10,843-66.7% | $11,596-68.8% |