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 | $52,832 | $101,317-47.9% | $146,958-64.0% | $74,495-29.1% |
| Participation rate | 12.9% | 75.5%-62.7pp | 82.2%-69.3pp | 67.2%-54.3pp |
| Annual return | 13.06% | 8730.91%-8717.8pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,031 | $7,303-85.9% | $8,070-87.2% | $4,346-76.3% |
| Admin fee / account holder | $3,355 | $1,739+92.9% | $12,998-74.2% | $1,942+72.8% |