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 | $44,781 | $148,534-69.9% | $135,903-67.0% | $139,434-67.9% |
| Participation rate | 9.5% | 83.9%-74.3pp | 81.9%-72.4pp | 80.3%-70.8pp |
| Annual return | 13.75% | 79.19%-65.4pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $849 | $8,100-89.5% | $7,758-89.1% | $6,710-87.3% |
| Admin fee / account holder | $10,684 | $12,400-13.8% | $10,762-0.7% | $11,403-6.3% |