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 | $33,458 | $152,587-78.1% | $125,175-73.3% | $152,861-78.1% |
| Participation rate | 31.3% | 83.3%-52.1pp | 79.8%-48.5pp | 82.4%-51.2pp |
| Annual return | 21.01% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $463 | $5,868-92.1% | $4,937-90.6% | $5,850-92.1% |
| Admin fee / account holder | $429 | $13,434-96.8% | $9,702-95.6% | $11,596-96.3% |