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 | $78,064 | $210,408-62.9% | $153,485-49.1% | $145,922-46.5% |
| Participation rate | 28.6% | 82.1%-53.5pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 11.94% | 13.37%-1.4pp | 15.65%-3.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $659 | $7,975-91.7% | $6,757-90.2% | $6,688-90.1% |
| Admin fee / account holder | $43,206 | $19,419+122.5% | $12,724+239.6% | $13,397+222.5% |