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 | $107,800 | $95,416+13.0% | $185,823-42.0% | $85,850+25.6% |
| Participation rate | 3.4% | 68.8%-65.3pp | 81.7%-78.3pp | 69.3%-65.9pp |
| Annual return | 15.30% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $757 | $3,423-77.9% | $5,568-86.4% | $3,952-80.8% |
| Admin fee / account holder | $12,920 | $7,213+79.1% | $16,237-20.4% | $6,260+106.4% |