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 | $132,065 | $61,272+115.5% | $149,673-11.8% | $71,457+84.8% |
| Participation rate | 2.8% | 62.5%-59.7pp | 78.8%-76.0pp | 67.9%-65.1pp |
| Annual return | 16.72% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $284 | $2,917-90.3% | $5,680-95.0% | $4,289-93.4% |
| Admin fee / account holder | $5,045 | $1,261+299.9% | $13,210-61.8% | $1,587+217.8% |