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 | $103,197 | $103,376-0.2% | $87,100+18.5% | $152,861-32.5% |
| Participation rate | 23.1% | 79.3%-56.3pp | 76.9%-53.8pp | 82.4%-59.4pp |
| Annual return | 26.93% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,302 | $4,778-72.8% | $4,049-67.8% | $5,850-77.7% |
| Admin fee / account holder | $2,631 | $12,205-78.4% | $7,497-64.9% | $11,596-77.3% |