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 | $85,987 | $68,346+25.8% | $94,646-9.1% | $75,163+14.4% |
| Participation rate | 14.9% | 76.1%-61.2pp | 80.8%-65.9pp | 67.2%-52.3pp |
| Annual return | 19.61% | 616.93%-597.3pp | 156.71%-137.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,514 | $6,537-61.6% | $7,418-66.1% | $4,125-39.1% |
| Admin fee / account holder | $9,346 | $5,326+75.5% | $7,231+29.3% | $5,651+65.4% |