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 | $61,330 | $176,812-65.3% | $146,665-58.2% | $167,490-63.4% |
| Participation rate | 64.3% | 83.6%-19.3pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 11.79% | 24.03%-12.2pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $646 | $6,440-90.0% | $5,506-88.3% | $6,341-89.8% |
| Admin fee / account holder | $6,431 | $13,259-51.5% | $10,280-37.4% | $12,309-47.8% |