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 | $106,301 | $105,998+0.3% | $92,233+15.3% | $147,584-28.0% |
| Participation rate | 31.8% | 80.4%-48.6pp | 76.5%-44.7pp | 82.8%-51.0pp |
| Annual return | 13.91% | 50.05%-36.1pp | 176.28%-162.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $631 | $4,478-85.9% | $3,897-83.8% | $5,439-88.4% |
| Admin fee / account holder | $826 | $6,332-87.0% | $5,194-84.1% | $10,885-92.4% |