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 | $102,382+96.0% | $147,005+36.5% | $80,874+148.2% |
| Participation rate | 14.7% | 75.8%-61.1pp | 82.2%-67.5pp | 67.6%-52.9pp |
| Annual return | 20.34% | 134.89%-114.6pp | 418.76%-398.4pp | 35.62%-15.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $666 | $6,646-90.0% | $8,070-91.7% | $4,297-84.5% |
| Admin fee / account holder | $2,473 | $7,942-68.9% | $13,006-81.0% | $6,935-64.3% |