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 | $74,603 | $64,480+15.7% | $81,382-8.3% | $80,856-7.7% |
| Participation rate | 18.7% | 63.9%-45.2pp | 69.5%-50.8pp | 67.6%-49.0pp |
| Annual return | 13.19% | 16.34%-3.2pp | 24.73%-11.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $430 | $3,094-86.1% | $3,883-88.9% | $4,296-90.0% |
| Admin fee / account holder | $27,181 | $5,671+379.3% | $5,768+371.2% | $6,918+292.9% |