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 | $134,195 | $63,346+111.8% | $92,233+45.5% | $70,131+91.3% |
| Participation rate | 36.8% | 68.7%-31.8pp | 76.5%-39.6pp | 69.5%-32.7pp |
| Annual return | 15.29% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $285 | $2,854-90.0% | $3,897-92.7% | $3,332-91.5% |
| Admin fee / account holder | $711 | $3,840-81.5% | $5,194-86.3% | $4,645-84.7% |