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 | $88,192 | $228,332-61.4% | $185,823-52.5% | $158,922-44.5% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 14.01% | 40.80%-26.8pp | 35.95%-21.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $417 | $6,415-93.5% | $5,632-92.6% | $5,982-93.0% |
| Admin fee / account holder | $32,412 | $11,864+173.2% | $9,500+241.2% | $11,246+188.2% |