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 | $90,791 | $109,817-17.3% | $98,442-7.8% | $167,490-45.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 22.32% | 1956.69%-1934.4pp | 1492.73%-1470.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $3,239 | $3,224+0.5% | $2,960+9.4% | $4,837-33.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,339 | $6,753-35.7% | $5,949-27.1% | $12,309-64.7% |