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 | $64,933 | $86,286-24.7% | $111,297-41.7% | $85,850-24.4% |
| Participation rate | 32.9% | 73.3%-40.5pp | 77.3%-44.5pp | 69.3%-36.5pp |
| Annual return | 13.63% | 19.99%-6.4pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,427 | $3,641-60.8% | $4,487-68.2% | $3,952-63.9% |
| Admin fee / account holder | $19,667 | $8,188+140.2% | $7,964+147.0% | $6,260+214.2% |