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 | $77,355 | $43,723+76.9% | $121,196-36.2% | $64,186+20.5% |
| Participation rate | 44.2% | 58.3%-14.1pp | 71.7%-27.5pp | 69.6%-25.3pp |
| Annual return | -3.09% | 68.91%-72.0pp | 16.93%-20.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $629 | $1,296-51.5% | $4,022-84.4% | $2,381-73.6% |
| Participant deferral / active EE | $678 | $2,280-70.3% | $3,344-79.7% | $3,470-80.5% |
| Admin fee / account holder | $12,799 | $3,501+265.6% | $5,019+155.0% | $4,888+161.8% |