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 | $64,018 | $118,680-46.1% | $98,907-35.3% | $158,922-59.7% |
| Participation rate | 17.6% | 77.8%-60.2pp | 76.0%-58.4pp | 82.0%-64.3pp |
| Annual return | 13.18% | 372.35%-359.2pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $46 | $5,088-99.1% | $4,244-98.9% | $5,982-99.2% |
| Admin fee / account holder | $744 | $10,131-92.7% | $6,642-88.8% | $11,246-93.4% |