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 | $61,453 | $112,096-45.2% | $95,952-36.0% | $158,922-61.3% |
| Participation rate | 52.4% | 79.0%-26.6pp | 77.1%-24.7pp | 82.0%-29.6pp |
| Annual return | 8.13% | 171.09%-163.0pp | 91.61%-83.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $570 | $4,784-88.1% | $4,167-86.3% | $5,982-90.5% |
| Admin fee / account holder | $511 | $10,130-95.0% | $6,795-92.5% | $11,246-95.5% |