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 | $157,380 | $217,402-27.6% | $185,823-15.3% | $167,490-6.0% |
| Participation rate | 57.9% | 86.0%-28.1pp | 81.7%-23.8pp | 82.1%-24.2pp |
| Annual return | 16.94% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,165 | $6,356-65.9% | $5,568-61.1% | $6,341-65.9% |
| Admin fee / account holder | $20,741 | $19,811+4.7% | $16,237+27.7% | $12,309+68.5% |