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 | $91,019 | $112,096-18.8% | $95,952-5.1% | $158,922-42.7% |
| Participation rate | 30.0% | 79.0%-49.0pp | 77.1%-47.1pp | 82.0%-52.0pp |
| Annual return | 13.54% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $300 | $4,784-93.7% | $4,167-92.8% | $5,982-95.0% |
| Admin fee / account holder | $12,892 | $10,130+27.3% | $6,795+89.7% | $11,246+14.6% |