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 | $53,136 | $192,717-72.4% | $142,449-62.7% | $139,434-61.9% |
| Participation rate | 30.0% | 81.5%-51.5pp | 76.8%-46.8pp | 80.3%-50.3pp |
| Annual return | 14.48% | 17.99%-3.5pp | 19.99%-5.5pp | 372.94%-358.5pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $538 | $7,208-92.5% | $6,283-91.4% | $6,710-92.0% |
| Admin fee / account holder | $7,607 | $15,124-49.7% | $10,011-24.0% | $11,403-33.3% |