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 | $91,403 | $149,734-39.0% | $118,925-23.1% | $158,922-42.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 9.07% | 19.95%-10.9pp | 35.88%-26.8pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,063 | $4,115-49.9% | $3,263-36.8% | $4,761-56.7% |
| Participant deferral / active EE | $64 | $5,223-98.8% | $4,265-98.5% | $5,982-98.9% |
| Admin fee / account holder | $25,135 | $8,603+192.2% | $6,581+282.0% | $11,246+123.5% |