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 | $110,889 | $165,335-32.9% | $149,696-25.9% | $158,922-30.2% |
| Participation rate | 43.8% | 84.6%-40.8pp | 82.5%-38.7pp | 82.0%-38.2pp |
| Annual return | 17.48% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $805 | $7,181-88.8% | $6,842-88.2% | $5,982-86.5% |
| Admin fee / account holder | $18,901 | $10,807+74.9% | $9,309+103.1% | $11,246+68.1% |