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 | $34,872 | $70,908-50.8% | $98,907-64.7% | $73,488-52.5% |
| Participation rate | 33.9% | 73.8%-39.8pp | 76.0%-42.1pp | 70.7%-36.7pp |
| Annual return | 15.03% | 34.17%-19.1pp | 196.43%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,142 | $3,500-67.4% | $4,244-73.1% | $3,740-69.5% |
| Admin fee / account holder | $10,473 | $535+1857.9% | $6,642+57.7% | $513+1941.3% |