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 | $59,099 | $149,734-60.5% | $118,925-50.3% | $158,922-62.8% |
| Participation rate | 52.2% | 82.1%-29.9pp | 75.4%-23.2pp | 82.0%-29.8pp |
| Annual return | 10.62% | 19.95%-9.3pp | 35.88%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $357 | $5,223-93.2% | $4,265-91.6% | $5,982-94.0% |
| Admin fee / account holder | $21,727 | $8,603+152.5% | $6,581+230.2% | $11,246+93.2% |