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 | $69,173 | $105,931-34.7% | $81,930-15.6% | $158,922-56.5% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.0%-43.4pp | 82.0%-53.4pp |
| Annual return | 8.81% | 38.17%-29.4pp | 29.49%-20.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $659 | $13,003-94.9% | $7,107-90.7% | $5,982-89.0% |
| Admin fee / account holder | $24,594 | $8,489+189.7% | $5,158+376.8% | $11,246+118.7% |