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 | $69,797 | $85,766-18.6% | $136,294-48.8% | $70,131-0.5% |
| Participation rate | 32.4% | 74.2%-41.7pp | 81.9%-49.5pp | 69.5%-37.1pp |
| Annual return | 15.89% | 31.45%-15.6pp | 5155.94%-5140.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $670 | $2,966-77.4% | $4,695-85.7% | $2,342-71.4% |
| Participant deferral / active EE | $1,212 | $5,051-76.0% | $6,247-80.6% | $3,332-63.6% |
| Admin fee / account holder | $2,564 | $5,420-52.7% | $9,243-72.3% | $4,645-44.8% |