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 9-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 | $51,612 | $112,096-54.0% | $95,952-46.2% | $158,922-67.5% |
| Participation rate | 31.6% | 79.0%-47.4pp | 77.1%-45.5pp | 82.0%-50.4pp |
| Annual return | 7.14% | 171.09%-164.0pp | 91.61%-84.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $234 | $4,784-95.1% | $4,167-94.4% | $5,982-96.1% |
| Admin fee / account holder | $554 | $10,130-94.5% | $6,795-91.8% | $11,246-95.1% |