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 | $60,010 | $44,850+33.8% | $60,547-0.9% | $59,632+0.6% |
| Participation rate | 15.2% | 59.5%-44.3pp | 68.0%-52.8pp | 68.7%-53.5pp |
| Annual return | 27.43% | 1074.14%-1046.7pp | 335.64%-308.2pp | 2041.28%-2013.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $597 | $2,230-73.2% | $3,328-82.1% | $3,192-81.3% |
| Admin fee / account holder | $2,815 | $3,635-22.6% | $4,536-37.9% | $4,297-34.5% |