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 | $64,392 | $59,101+9.0% | $77,163-16.6% | $75,163-14.3% |
| Participation rate | 4.8% | 63.9%-59.1pp | 69.6%-64.8pp | 67.2%-62.4pp |
| Annual return | 14.23% | 26.71%-12.5pp | 37.87%-23.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $656 | $2,999-78.1% | $3,833-82.9% | $4,125-84.1% |
| Admin fee / account holder | $8,336 | $4,774+74.6% | $5,472+52.3% | $5,651+47.5% |