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 | $28,532 | $85,202-66.5% | $172,739-83.5% | $72,985-60.9% |
| Participation rate | 25.6% | 70.1%-44.4pp | 82.6%-57.0pp | 69.5%-43.8pp |
| Annual return | 17.17% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $484 | $3,324-85.4% | $5,143-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $566 | $3,260-82.6% | $5,198-89.1% | $3,607-84.3% |
| Admin fee / account holder | $22,849 | $5,884+288.3% | $13,954+63.7% | $5,124+345.9% |