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 | $79,834 | $125,758-36.5% | $169,993-53.0% | $75,163+6.2% |
| Participation rate | 26.9% | 83.6%-56.7pp | 87.0%-60.1pp | 67.2%-40.3pp |
| Annual return | 25.06% | 27.20%-2.1pp | 53.37%-28.3pp | 160.62%-135.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,019 | $6,837-85.1% | $10,408-90.2% | $4,125-75.3% |
| Admin fee / account holder | $657 | $8,173-92.0% | $12,815-94.9% | $5,651-88.4% |