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 | $63,206 | $127,777-50.5% | $106,548-40.7% | $167,490-62.3% |
| Participation rate | 33.3% | 78.3%-44.9pp | 76.1%-42.8pp | 82.1%-48.8pp |
| Annual return | 8.80% | 33.87%-25.1pp | 26.80%-18.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,236 | $5,087-75.7% | $4,398-71.9% | $6,341-80.5% |
| Admin fee / account holder | $6,708 | $11,228-40.3% | $7,407-9.4% | $12,309-45.5% |