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 | $45,776 | $83,902-45.4% | $167,512-72.7% | $84,808-46.0% |
| Participation rate | 29.8% | 66.5%-36.7pp | 77.1%-47.3pp | 68.3%-38.5pp |
| Annual return | 26.58% | 91.55%-65.0pp | 1615.79%-1589.2pp | 40.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,292 | $4,442-70.9% | $6,405-79.8% | $4,212-69.3% |
| Admin fee / account holder | $15,519 | $7,915+96.1% | $9,769+58.9% | $7,344+111.3% |