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 | $93,880 | $100,852-6.9% | $90,404+3.8% | $158,922-40.9% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 15.43% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $464 | $3,689-87.4% | $3,262-85.8% | $4,761-90.3% |
| Participant deferral / active EE | $565 | $4,348-87.0% | $3,963-85.8% | $5,982-90.6% |
| Admin fee / account holder | $646 | $6,501-90.1% | $5,611-88.5% | $11,246-94.3% |