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 | $138,073 | $124,185+11.2% | $108,410+27.4% | $167,490-17.6% |
| Participation rate | 45.5% | 82.3%-36.8pp | 80.1%-34.7pp | 82.1%-36.7pp |
| Annual return | 12.93% | 1379.64%-1366.7pp | 905.27%-892.3pp | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,113 | $6,908-83.9% | $6,563-83.0% | $6,341-82.5% |
| Admin fee / account holder | $10,624 | $9,455+12.4% | $7,295+45.6% | $12,309-13.7% |