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 | $54,316 | $179,726-69.8% | $156,263-65.2% | $142,382-61.9% |
| Participation rate | 15.0% | 82.1%-67.1pp | 78.9%-63.9pp | 80.1%-65.1pp |
| Annual return | 10.85% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $377 | $6,956-94.6% | $6,158-93.9% | $6,507-94.2% |
| Admin fee / account holder | $565 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |