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 | $200,709 | $102,317+96.2% | $146,958+36.6% | $80,856+148.2% |
| Participation rate | 14.7% | 75.8%-61.1pp | 82.2%-67.4pp | 67.6%-52.9pp |
| Annual return | 20.34% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $666 | $6,644-90.0% | $8,070-91.7% | $4,296-84.5% |
| Admin fee / account holder | $2,473 | $7,941-68.9% | $12,998-81.0% | $6,918-64.3% |