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 | $61,276 | $93,571-34.5% | $135,903-54.9% | $75,163-18.5% |
| Participation rate | 15.8% | 75.2%-59.4pp | 81.9%-66.1pp | 67.2%-51.4pp |
| Annual return | 16.12% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,248 | $6,404-80.5% | $7,758-83.9% | $4,125-69.8% |
| Admin fee / account holder | $10,511 | $6,975+50.7% | $10,762-2.3% | $5,651+86.0% |