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 | $59,787 | $126,574-52.8% | $106,213-43.7% | $145,922-59.0% |
| Participation rate | 27.3% | 77.6%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 16.02% | 224.79%-208.8pp | 116.14%-100.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,221 | $5,724-78.7% | $5,016-75.7% | $6,688-81.7% |
| Admin fee / account holder | $46,362 | $17,304+167.9% | $11,033+320.2% | $13,397+246.1% |