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 4-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 | $82,684 | $118,427-30.2% | $66,042+25.2% | $142,382-41.9% |
| Participation rate | 13.3% | 68.1%-54.8pp | 67.5%-54.2pp | 80.1%-66.8pp |
| Annual return | 10109.56% | 35.57%+10074.0pp | 52.11%+10057.4pp | 217.08%+9892.5pp |
| Employer contribution / active EE | $67 | $2,570-97.4% | $1,579-95.7% | $4,299-98.4% |
| Participant deferral / active EE | $67 | $4,311-98.4% | $2,835-97.6% | $6,507-99.0% |
| Admin fee / account holder | $573 | $9,593-94.0% | $5,747-90.0% | $12,624-95.5% |