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 | $239,367 | $108,919+119.8% | $100,391+138.4% | $145,922+64.0% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 13.95% | 57.88%-43.9pp | 49.20%-35.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $876 | $8,445-89.6% | $8,082-89.2% | $6,688-86.9% |
| Admin fee / account holder | $847 | $9,689-91.3% | $7,899-89.3% | $13,397-93.7% |