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 | $155,699 | $209,411-25.6% | $178,490-12.8% | $158,922-2.0% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 11.75% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,790 | $5,954-69.9% | $5,202-65.6% | $5,982-70.1% |
| Admin fee / account holder | $90,075 | $17,074+427.5% | $13,984+544.1% | $11,246+701.0% |