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 | $115,775 | $124,185-6.8% | $108,410+6.8% | $167,490-30.9% |
| Participation rate | 33.3% | 82.3%-48.9pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 18.49% | 1379.64%-1361.1pp | 905.27%-886.8pp | 478.56%-460.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $383 | $6,908-94.5% | $6,563-94.2% | $6,341-94.0% |
| Admin fee / account holder | $35,212 | $9,455+272.4% | $7,295+382.7% | $12,309+186.1% |