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 | $97,194 | $65,395+48.6% | $182,532-46.8% | $72,985+33.2% |
| Participation rate | 30.8% | 65.4%-34.7pp | 78.0%-47.2pp | 69.5%-38.7pp |
| Annual return | 23.38% | 27.68%-4.3pp | 148.54%-125.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $982 | $3,563-72.4% | $5,524-82.2% | $3,607-72.8% |
| Admin fee / account holder | $399 | $4,245-90.6% | $8,592-95.4% | $5,124-92.2% |