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 | $29,488 | $56,114-47.5% | $96,139-69.3% | $85,850-65.7% |
| Participation rate | 20.0% | 56.7%-36.7pp | 68.4%-48.4pp | 69.3%-49.3pp |
| Annual return | 23.63% | 42.30%-18.7pp | 191.94%-168.3pp | 318.53%-294.9pp |
| Employer contribution / active EE | $450 | $1,620-72.2% | $2,797-83.9% | $2,565-82.4% |
| Participant deferral / active EE | $571 | $2,859-80.0% | $4,349-86.9% | $3,952-85.6% |
| Admin fee / account holder | $6,957 | $3,768+84.6% | $5,537+25.6% | $6,260+11.1% |