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 | $92,215 | $59,101+56.0% | $77,163+19.5% | $75,163+22.7% |
| Participation rate | 30.0% | 63.9%-33.9pp | 69.6%-39.6pp | 67.2%-37.2pp |
| Annual return | 16.42% | 26.71%-10.3pp | 37.87%-21.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $684 | $2,999-77.2% | $3,833-82.1% | $4,125-83.4% |
| Admin fee / account holder | $2,521 | $4,774-47.2% | $5,472-53.9% | $5,651-55.4% |