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 | $103,714 | $105,181-1.4% | $159,436-34.9% | $85,850+20.8% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.2pp |
| Annual return | 17.38% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $994 | $3,318-70.0% | $4,829-79.4% | $2,565-61.2% |
| Participant deferral / active EE | $1,950 | $5,945-67.2% | $7,352-73.5% | $3,952-50.7% |
| Admin fee / account holder | $17,265 | $6,933+149.0% | $10,799+59.9% | $6,260+175.8% |