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 | $62,303 | $53,777+15.9% | $134,143-53.6% | $79,858-22.0% |
| Participation rate | 6.1% | 58.8%-52.7pp | 72.2%-66.1pp | 69.6%-63.6pp |
| Annual return | 13.91% | 19.01%-5.1pp | 36.33%-22.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $146 | $2,420-94.0% | $3,499-95.8% | $3,740-96.1% |
| Admin fee / account holder | $2,390 | $3,984-40.0% | $6,684-64.2% | $5,306-55.0% |