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 | $46,046 | $226,064-79.6% | $182,532-74.8% | $152,861-69.9% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 23.91% | 192.51%-168.6pp | 148.54%-124.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,129 | $6,368-82.3% | $5,524-79.6% | $5,850-80.7% |
| Admin fee / account holder | $2,494 | $10,703-76.7% | $8,592-71.0% | $11,596-78.5% |