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 | $86,236 | $94,338-8.6% | $100,534-14.2% | $142,382-39.4% |
| Participation rate | 25.0% | 81.7%-56.7pp | 80.6%-55.6pp | 80.1%-55.1pp |
| Annual return | 12.27% | 29.20%-16.9pp | 32.66%-20.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $672 | $5,934-88.7% | $6,144-89.1% | $6,507-89.7% |
| Admin fee / account holder | $688 | $8,421-91.8% | $7,654-91.0% | $12,624-94.6% |