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 | $93,128 | $105,181-11.5% | $159,436-41.6% | $85,850+8.5% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 14.94% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $487 | $5,945-91.8% | $7,352-93.4% | $3,952-87.7% |
| Admin fee / account holder | $2,025 | $6,933-70.8% | $10,799-81.2% | $6,260-67.6% |