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 | $101,499-47.9% | $147,005-64.1% | $74,546-29.1% |
| Participation rate | 12.9% | 75.5%-62.7pp | 82.2%-69.3pp | 67.2%-54.3pp |
| Annual return | 13.06% | 8732.34%-8719.3pp | 418.76%-405.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,031 | $7,304-85.9% | $8,070-87.2% | $4,347-76.3% |
| Admin fee / account holder | $3,355 | $1,748+92.0% | $13,006-74.2% | $1,944+72.6% |