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 | $25,579 | $117,841-78.3% | $102,423-75.0% | $145,922-82.5% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.5pp |
| Annual return | 11.05% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $306 | $5,731-94.7% | $5,053-93.9% | $6,688-95.4% |
| Admin fee / account holder | $27,265 | $13,326+104.6% | $9,451+188.5% | $13,397+103.5% |