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 | $68,059 | $58,927+15.5% | $76,817-11.4% | $72,985-6.7% |
| Participation rate | 10.2% | 67.3%-57.1pp | 72.1%-61.9pp | 69.5%-59.3pp |
| Annual return | 23.11% | 2305.64%-2282.5pp | 1166.11%-1143.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $160 | $2,690-94.0% | $3,336-95.2% | $3,607-95.6% |
| Admin fee / account holder | $1,212 | $4,013-69.8% | $6,420-81.1% | $5,124-76.4% |