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 | $69,963 | $62,624+11.7% | $177,989-60.7% | $77,643-9.9% |
| Participation rate | 13.0% | 66.8%-53.8pp | 77.1%-64.1pp | 70.6%-57.6pp |
| Annual return | 15.83% | 16.16%-0.3pp | 294.48%-278.6pp | 31.24%-15.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $630 | $4,219-85.1% | $6,276-90.0% | $4,647-86.5% |
| Admin fee / account holder | $10,247 | $386+2556.0% | $10,363-1.1% | $430+2280.8% |