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 | $95,665 | $95,266+0.4% | $82,389+16.1% | $142,382-32.8% |
| Participation rate | 13.0% | 74.5%-61.4pp | 69.5%-56.5pp | 80.1%-67.1pp |
| Annual return | 14.06% | 25.74%-11.7pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $778 | $4,809-83.8% | $4,155-81.3% | $6,507-88.0% |
| Admin fee / account holder | $42,098 | $8,563+391.6% | $7,231+482.2% | $12,624+233.5% |