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 | $83,587 | $95,416-12.4% | $185,823-55.0% | $85,850-2.6% |
| Participation rate | 42.4% | 68.8%-26.3pp | 81.7%-39.3pp | 69.3%-26.9pp |
| Annual return | 31.86% | 23.59%+8.3pp | 122.05%-90.2pp | 318.53%-286.7pp |
| Employer contribution / active EE | $580 | $3,314-82.5% | $5,167-88.8% | $2,565-77.4% |
| Participant deferral / active EE | $896 | $3,423-73.8% | $5,568-83.9% | $3,952-77.3% |
| Admin fee / account holder | $13,586 | $7,213+88.4% | $16,237-16.3% | $6,260+117.0% |