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 | $90,513 | $103,376-12.4% | $87,100+3.9% | $152,861-40.8% |
| Participation rate | 31.8% | 79.3%-47.5pp | 76.9%-45.1pp | 82.4%-50.6pp |
| Annual return | 17.08% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,180 | $4,778-75.3% | $4,049-70.9% | $5,850-79.8% |
| Admin fee / account holder | $370 | $12,205-97.0% | $7,497-95.1% | $11,596-96.8% |