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 | $117,181 | $85,202+37.5% | $172,739-32.2% | $72,985+60.6% |
| Participation rate | 19.0% | 70.1%-51.0pp | 82.6%-63.6pp | 69.5%-50.4pp |
| Annual return | 20.82% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $428 | $3,260-86.9% | $5,198-91.8% | $3,607-88.1% |
| Admin fee / account holder | $24,817 | $5,884+321.8% | $13,954+77.9% | $5,124+384.3% |