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 | $103,644 | $68,097+52.2% | $62,929+64.7% | $137,256-24.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 13.17% | 1859.11%-1845.9pp | 1063.93%-1050.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $660 | $4,553-85.5% | $3,888-83.0% | $6,407-89.7% |
| Admin fee / account holder | $955 | $6,521-85.4% | $5,065-81.1% | $12,270-92.2% |