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 | $93,710 | $160,055-41.5% | $140,016-33.1% | $135,375-30.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -2.20% | 911.38%-913.6pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,505 | $6,420-76.6% | $5,606-73.2% | $4,779-68.5% |
| Participant deferral / active EE | $2,628 | $7,642-65.6% | $6,927-62.1% | $5,609-53.2% |
| Admin fee / account holder | $422 | $13,328-96.8% | $10,705-96.1% | $10,827-96.1% |