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 | $72,122 | $127,777-43.6% | $106,548-32.3% | $167,490-56.9% |
| Participation rate | 18.8% | 78.3%-59.5pp | 76.1%-57.4pp | 82.1%-63.4pp |
| Annual return | 12.46% | 33.87%-21.4pp | 26.80%-14.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $49 | $5,087-99.0% | $4,398-98.9% | $6,341-99.2% |
| Admin fee / account holder | $557 | $11,228-95.0% | $7,407-92.5% | $12,309-95.5% |