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 | $83,991 | $178,174-52.9% | $156,181-46.2% | $137,256-38.8% |
| Participation rate | 23.8% | 82.0%-58.2pp | 78.8%-55.0pp | 80.0%-56.2pp |
| Annual return | 17.49% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,331 | $6,888-80.7% | $6,132-78.3% | $6,407-79.2% |
| Admin fee / account holder | $6,413 | $17,404-63.2% | $14,586-56.0% | $12,270-47.7% |