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 | $120,100 | $105,931+13.4% | $81,930+46.6% | $158,922-24.4% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.0%-49.8pp | 82.0%-59.7pp |
| Annual return | 14.06% | 38.17%-24.1pp | 29.49%-15.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $82 | $13,003-99.4% | $7,107-98.9% | $5,982-98.6% |
| Admin fee / account holder | $35,251 | $8,489+315.3% | $5,158+583.4% | $11,246+213.5% |