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 6-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 | $22,652 | $88,710-74.5% | $81,783-72.3% | $145,959-84.5% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.4%-62.4pp | 80.3%-70.3pp |
| Annual return | 9.64% | 1027.26%-1017.6pp | 775.05%-765.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $226 | $4,645-95.1% | $4,320-94.8% | $6,689-96.6% |
| Admin fee / account holder | $999 | $8,407-88.1% | $7,380-86.5% | $13,398-92.5% |