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 | $88,145 | $118,450-25.6% | $98,439-10.5% | $139,434-36.8% |
| Participation rate | 36.4% | 77.4%-41.1pp | 75.2%-38.8pp | 80.3%-44.0pp |
| Annual return | 13.76% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $605 | $5,392-88.8% | $4,738-87.2% | $6,710-91.0% |
| Admin fee / account holder | $1,013 | $14,026-92.8% | $8,948-88.7% | $11,403-91.1% |