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 | $23,510 | $50,637-53.6% | $86,590-72.8% | $62,292-62.3% |
| Participation rate | 18.8% | 67.9%-49.1pp | 73.5%-54.7pp | 69.5%-50.7pp |
| Annual return | 14.29% | 20.80%-6.5pp | 964.84%-950.5pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $440 | $2,611-83.1% | $3,609-87.8% | $3,169-86.1% |
| Admin fee / account holder | $688 | $413+66.5% | $4,906-86.0% | $479+43.6% |