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 | $73,701 | $91,552-19.5% | $133,956-45.0% | $79,858-7.7% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | 20.06% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $772 | $3,733-79.3% | $5,048-84.7% | $3,740-79.4% |
| Admin fee / account holder | $418 | $6,321-93.4% | $8,927-95.3% | $5,306-92.1% |