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 | $138,831 | $111,724+24.3% | $93,606+48.3% | $145,922-4.9% |
| Participation rate | 17.6% | 74.2%-56.6pp | 68.7%-51.1pp | 80.3%-62.6pp |
| Annual return | 12.69% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $412 | $4,912-91.6% | $4,411-90.7% | $6,688-93.8% |
| Admin fee / account holder | $1,881 | $10,250-81.6% | $8,285-77.3% | $13,397-86.0% |