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 | $67,707 | $155,788-56.5% | $124,672-45.7% | $167,490-59.6% |
| Participation rate | 42.9% | 81.1%-38.2pp | 74.6%-31.8pp | 82.1%-39.2pp |
| Annual return | 18.18% | 17.97%+0.2pp | 5142.93%-5124.8pp | 478.56%-460.4pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $243 | $5,673-95.7% | $4,614-94.7% | $6,341-96.2% |
| Admin fee / account holder | $486 | $9,531-94.9% | $7,493-93.5% | $12,309-96.1% |