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 | $61,900 | $111,724-44.6% | $93,606-33.9% | $145,922-57.6% |
| Participation rate | 17.4% | 74.2%-56.8pp | 68.7%-51.3pp | 80.3%-62.9pp |
| Annual return | 9.48% | 202.98%-193.5pp | 133.20%-123.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $402 | $4,912-91.8% | $4,411-90.9% | $6,688-94.0% |
| Admin fee / account holder | $2,145 | $10,250-79.1% | $8,285-74.1% | $13,397-84.0% |