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 | $77,403 | $105,126-26.4% | $94,646-18.2% | $139,434-44.5% |
| Participation rate | 29.4% | 82.4%-52.9pp | 80.8%-51.4pp | 80.3%-50.9pp |
| Annual return | 12.69% | 38.03%-25.3pp | 156.71%-144.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $333 | $7,599-95.6% | $7,418-95.5% | $6,710-95.0% |
| Admin fee / account holder | $3,983 | $8,984-55.7% | $7,231-44.9% | $11,403-65.1% |