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 | $106,704 | $202,432-47.3% | $169,368-37.0% | $139,434-23.5% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.1%-60.5pp | 80.3%-63.7pp |
| Annual return | 11.29% | 531.74%-520.5pp | 405.60%-394.3pp | 372.94%-361.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $402 | $6,938-94.2% | $6,221-93.5% | $6,710-94.0% |
| Admin fee / account holder | $6,625 | $10,708-38.1% | $9,003-26.4% | $11,403-41.9% |