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 | $67,938 | $54,193+25.4% | $93,606-27.4% | $77,643-12.5% |
| Participation rate | 15.1% | 63.9%-48.8pp | 68.7%-53.6pp | 70.6%-55.5pp |
| Annual return | 12.28% | 30.54%-18.3pp | 133.20%-120.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $339 | $1,168-71.0% | $2,420-86.0% | $2,726-87.6% |
| Participant deferral / active EE | $744 | $3,144-76.3% | $4,411-83.1% | $4,647-84.0% |
| Admin fee / account holder | $2,160 | $576+275.2% | $8,285-73.9% | $430+401.7% |