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 | $71,728 | $118,450-39.4% | $98,439-27.1% | $139,434-48.6% |
| Participation rate | 58.3% | 77.4%-19.1pp | 75.2%-16.8pp | 80.3%-22.0pp |
| Annual return | 9.93% | 18.94%-9.0pp | 21.16%-11.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $786 | $5,392-85.4% | $4,738-83.4% | $6,710-88.3% |
| Admin fee / account holder | $1,971 | $14,026-85.9% | $8,948-78.0% | $11,403-82.7% |