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 | $101,287 | $163,101-37.9% | $136,749-25.9% | $142,382-28.9% |
| Participation rate | 16.7% | 78.2%-61.6pp | 72.1%-55.5pp | 80.1%-63.5pp |
| Annual return | 14.45% | 27.54%-13.1pp | 24.33%-9.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $115 | $5,585-97.9% | $4,692-97.6% | $6,507-98.2% |
| Admin fee / account holder | $7,720 | $14,318-46.1% | $11,386-32.2% | $12,624-38.8% |