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 | $71,214 | $43,423+64.0% | $78,689-9.5% | $55,167+29.1% |
| Participation rate | 17.6% | 68.0%-50.4pp | 73.6%-55.9pp | 69.0%-51.3pp |
| Annual return | 8.32% | 11.53%-3.2pp | 62.18%-53.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $432 | $2,509-82.8% | $3,517-87.7% | $3,054-85.8% |
| Admin fee / account holder | $1,282 | $416+208.0% | $4,510-71.6% | $504+154.4% |