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 | $75,370 | $78,705-4.2% | $117,854-36.0% | $70,131+7.5% |
| Participation rate | 15.9% | 73.2%-57.3pp | 79.7%-63.8pp | 69.5%-53.7pp |
| Annual return | 18.66% | 23.30%-4.6pp | 335.08%-316.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,040 | $3,297-68.5% | $4,482-76.8% | $3,332-68.8% |
| Admin fee / account holder | $16,389 | $5,065+223.6% | $8,020+104.4% | $4,645+252.8% |