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 | $31,397 | $99,020-68.3% | $86,590-63.7% | $147,584-78.7% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 22.69% | 1312.34%-1289.6pp | 964.84%-942.1pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,296 | $3,132-26.7% | $2,839-19.1% | $4,876-52.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $778 | $5,710-86.4% | $4,906-84.1% | $10,885-92.8% |