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 | $25,296 | $45,031-43.8% | $84,966-70.2% | $77,643-67.4% |
| Participation rate | 3.4% | 48.7%-45.3pp | 67.5%-64.1pp | 70.6%-67.2pp |
| Annual return | 15.58% | 79.22%-63.6pp | 66.38%-50.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $227 | $1,609-85.9% | $2,727-91.7% | $2,726-91.7% |
| Participant deferral / active EE | $31 | $2,807-98.9% | $4,519-99.3% | $4,647-99.3% |
| Admin fee / account holder | $2,952 | $912+223.8% | $6,149-52.0% | $430+585.9% |