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 | $68,236 | $63,346+7.7% | $92,233-26.0% | $70,131-2.7% |
| Participation rate | 18.9% | 68.7%-49.8pp | 76.5%-57.6pp | 69.5%-50.6pp |
| Annual return | 12.86% | 530.12%-517.3pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $790 | $2,854-72.3% | $3,897-79.7% | $3,332-76.3% |
| Admin fee / account holder | $313 | $3,840-91.8% | $5,194-94.0% | $4,645-93.3% |