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 | $17,775 | $52,353-66.0% | $120,225-85.2% | $82,448-78.4% |
| Participation rate | 15.2% | 58.3%-43.1pp | 69.6%-54.4pp | 68.1%-52.9pp |
| Annual return | 18.56% | 61.85%-43.3pp | 439.23%-420.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $327 | $2,627-87.6% | $3,999-91.8% | $4,139-92.1% |
| Admin fee / account holder | $9,062 | $4,363+107.7% | $5,696+59.1% | $7,234+25.3% |