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 | $67,392 | $54,541+23.6% | $78,778-14.5% | $70,131-3.9% |
| Participation rate | 16.3% | 60.8%-44.5pp | 69.2%-52.9pp | 69.5%-53.3pp |
| Annual return | 13.95% | 21.07%-7.1pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $386 | $1,089-64.5% | $1,986-80.5% | $2,342-83.5% |
| Participant deferral / active EE | $839 | $2,210-62.0% | $2,958-71.6% | $3,332-74.8% |
| Admin fee / account holder | $17,883 | $3,709+382.2% | $5,134+248.3% | $4,645+285.0% |