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 | $109,519 | $98,240+11.5% | $82,313+33.1% | $147,584-25.8% |
| Participation rate | 45.0% | 79.7%-34.7pp | 76.9%-31.9pp | 82.8%-37.8pp |
| Annual return | 9.32% | 30.85%-21.5pp | 25.88%-16.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $947 | $4,383-78.4% | $3,706-74.5% | $5,439-82.6% |
| Admin fee / account holder | $14,490 | $8,563+69.2% | $5,608+158.4% | $10,885+33.1% |