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 | $64,318 | $94,752-32.1% | $112,887-43.0% | $139,434-53.9% |
| Participation rate | 31.6% | 81.3%-49.7pp | 80.5%-48.9pp | 80.3%-48.7pp |
| Annual return | 16.94% | 40.88%-23.9pp | 34.10%-17.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,007 | $6,512-84.5% | $6,513-84.5% | $6,710-85.0% |
| Admin fee / account holder | $3,760 | $8,527-55.9% | $7,047-46.6% | $11,403-67.0% |