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 | $132,469 | $90,348+46.6% | $75,972+74.4% | $145,922-9.2% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 9.16% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $184 | $5,162-96.4% | $4,255-95.7% | $6,688-97.3% |
| Admin fee / account holder | $58,685 | $8,467+593.1% | $6,467+807.5% | $13,397+338.0% |