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 | $64,908 | $78,672-17.5% | $109,143-40.5% | $85,850-24.4% |
| Participation rate | 25.9% | 68.3%-42.3pp | 75.9%-50.0pp | 69.3%-43.4pp |
| Annual return | 13.15% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $4,317 | $2,735+57.9% | $3,722+16.0% | $2,565+68.3% |
| Participant deferral / active EE | $289 | $3,467-91.7% | $4,653-93.8% | $3,952-92.7% |
| Admin fee / account holder | $16,365 | $5,469+199.2% | $6,752+142.4% | $6,260+161.4% |