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 | $15,578 | $95,416-83.7% | $185,823-91.6% | $85,850-81.9% |
| Participation rate | 30.2% | 68.8%-38.6pp | 81.7%-51.5pp | 69.3%-39.2pp |
| Annual return | 28.20% | 23.59%+4.6pp | 122.05%-93.9pp | 318.53%-290.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $517 | $3,423-84.9% | $5,568-90.7% | $3,952-86.9% |
| Admin fee / account holder | $2,543 | $7,213-64.7% | $16,237-84.3% | $6,260-59.4% |