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 | $90,341 | $95,862-5.8% | $79,550+13.6% | $134,475-32.8% |
| Participation rate | 29.4% | 75.0%-45.6pp | 69.5%-40.1pp | 81.2%-51.8pp |
| Annual return | -16.75% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $618 | $3,128-80.3% | $2,413-74.4% | $4,740-87.0% |
| Participant deferral / active EE | $1,116 | $4,693-76.2% | $3,985-72.0% | $6,400-82.6% |
| Admin fee / account holder | $6,408 | $9,126-29.8% | $6,832-6.2% | $11,426-43.9% |