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 | $39,748 | $150,440-73.6% | $136,294-70.8% | $147,584-73.1% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 11.79% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,975 | $6,630-70.2% | $6,247-68.4% | $5,439-63.7% |
| Admin fee / account holder | $1,685 | $10,905-84.6% | $9,243-81.8% | $10,885-84.5% |