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 | $79,233 | $65,041+21.8% | $90,951-12.9% | $79,858-0.8% |
| Participation rate | 17.3% | 61.6%-44.3pp | 69.0%-51.7pp | 69.6%-52.3pp |
| Annual return | 16.49% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $288 | $1,247-76.9% | $2,122-86.4% | $2,471-88.3% |
| Participant deferral / active EE | $1,010 | $2,512-59.8% | $3,373-70.1% | $3,740-73.0% |
| Admin fee / account holder | $2,274 | $4,536-49.9% | $5,959-61.8% | $5,306-57.1% |