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 | $74,214 | $154,117-51.8% | $129,995-42.9% | $139,434-46.8% |
| Participation rate | 30.4% | 82.0%-51.5pp | 78.5%-48.1pp | 80.3%-49.9pp |
| Annual return | 9.61% | 32.48%-22.9pp | -137.18%+146.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $870 | $6,710-87.0% | $5,820-85.1% | $6,710-87.0% |
| Admin fee / account holder | $607 | $14,007-95.7% | $10,614-94.3% | $11,403-94.7% |