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 9-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 | $17,617 | $173,345-89.8% | $136,007-87.0% | $145,922-87.9% |
| Participation rate | 39.1% | 80.5%-41.3pp | 76.5%-37.3pp | 80.3%-41.1pp |
| Annual return | 11.79% | 1163.32%-1151.5pp | 579.32%-567.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,423 | $8,699-83.6% | $7,025-79.7% | $6,688-78.7% |
| Admin fee / account holder | $383 | $9,954-96.1% | $6,858-94.4% | $13,397-97.1% |