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 | $51,988 | $114,381-54.5% | $107,525-51.7% | $142,382-63.5% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.1%-34.2pp | 80.1%-39.2pp |
| Annual return | 11.75% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,120 | $5,564-79.9% | $5,116-78.1% | $6,507-82.8% |
| Admin fee / account holder | $2,294 | $9,860-76.7% | $8,919-74.3% | $12,624-81.8% |