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 | $80,135 | $106,890-25.0% | $84,015-4.6% | $152,861-47.6% |
| Participation rate | 15.8% | 75.2%-59.5pp | 69.0%-53.2pp | 82.4%-66.7pp |
| Annual return | 24.46% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $373 | $4,011-90.7% | $3,239-88.5% | $5,850-93.6% |
| Admin fee / account holder | $612 | $8,285-92.6% | $6,101-90.0% | $11,596-94.7% |