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 | $67,042 | $165,984-59.6% | $164,813-59.3% | $145,922-54.1% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 11.37% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,026 | $6,959-85.3% | $6,031-83.0% | $6,688-84.7% |
| Admin fee / account holder | $2,110 | $16,648-87.3% | $12,690-83.4% | $13,397-84.3% |