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 | $56,357 | $155,788-63.8% | $124,672-54.8% | $167,490-66.4% |
| Participation rate | 52.4% | 81.1%-28.7pp | 74.6%-22.2pp | 82.1%-29.7pp |
| Annual return | 15.23% | 17.97%-2.7pp | 5142.93%-5127.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,370 | $5,673-75.9% | $4,614-70.3% | $6,341-78.4% |
| Admin fee / account holder | $1,267 | $9,531-86.7% | $7,493-83.1% | $12,309-89.7% |