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 | $111,535-53.4% | $105,223-50.6% | $137,256-62.1% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.0%-34.1pp | 80.0%-39.1pp |
| Annual return | 11.75% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,120 | $5,500-79.6% | $5,072-77.9% | $6,407-82.5% |
| Admin fee / account holder | $2,294 | $9,721-76.4% | $8,859-74.1% | $12,270-81.3% |