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 7-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 | $96,611 | $109,817-12.0% | $98,442-1.9% | $167,490-42.3% |
| Participation rate | 21.4% | 75.8%-54.4pp | 73.3%-51.9pp | 82.1%-60.7pp |
| Annual return | 17.34% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $832 | $4,673-82.2% | $4,276-80.6% | $6,341-86.9% |
| Admin fee / account holder | $1,040 | $6,753-84.6% | $5,949-82.5% | $12,309-91.6% |