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 | $80,143 | $109,327-26.7% | $89,391-10.3% | $158,922-49.6% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.0%-48.0pp | 82.0%-62.0pp |
| Annual return | 23.11% | 345.68%-322.6pp | 245.62%-222.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $346 | $3,170-89.1% | $2,586-86.6% | $4,761-92.7% |
| Participant deferral / active EE | $398 | $4,598-91.3% | $3,890-89.8% | $5,982-93.4% |
| Admin fee / account holder | $4,329 | $6,153-29.6% | $4,881-11.3% | $11,246-61.5% |