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 | $50,507 | $144,119-65.0% | $117,854-57.1% | $147,584-65.8% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.7%-20.6pp | 82.8%-23.7pp |
| Annual return | 15.56% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,439 | $5,316-72.9% | $4,482-67.9% | $5,439-73.5% |
| Admin fee / account holder | $8,352 | $10,886-23.3% | $8,020+4.1% | $10,885-23.3% |