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 5-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 | $55,324 | $96,965-42.9% | $97,995-43.5% | $147,584-62.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 82.4%-22.4pp | 82.8%-22.8pp |
| Annual return | 15.22% | 24.11%-8.9pp | 23.94%-8.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $868 | $5,081-82.9% | $5,097-83.0% | $5,439-84.0% |
| Admin fee / account holder | $12,350 | $8,120+52.1% | $5,943+107.8% | $10,885+13.5% |