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 | $106,920 | $138,065-22.6% | $123,544-13.5% | $135,375-21.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 3.80% | 153.68%-149.9pp | 119.20%-115.4pp | 519.73%-515.9pp |
| Employer contribution / active EE | $13,922 | $5,151+170.3% | $4,628+200.8% | $4,779+191.3% |
| Participant deferral / active EE | $192 | $6,799-97.2% | $6,426-97.0% | $5,609-96.6% |
| Admin fee / account holder | $1,544,890 | $10,916+14052.7% | $9,284+16540.7% | $10,827+14168.8% |