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 | $60,429 | $111,724-45.9% | $93,606-35.4% | $145,922-58.6% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 19.76% | 202.98%-183.2pp | 133.20%-113.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $789 | $3,090-74.5% | $2,420-67.4% | $4,660-83.1% |
| Participant deferral / active EE | $1,092 | $4,912-77.8% | $4,411-75.2% | $6,688-83.7% |
| Admin fee / account holder | $95,186 | $10,250+828.7% | $8,285+1048.9% | $13,397+610.5% |