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 | $65,726 | $165,984-60.4% | $164,813-60.1% | $145,922-55.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 13.30% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,997 | $6,959-71.3% | $6,031-66.9% | $6,688-70.1% |
| Admin fee / account holder | $1,061 | $16,648-93.6% | $12,690-91.6% | $13,397-92.1% |