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 | $73,844 | $78,485-5.9% | $106,213-30.5% | $74,495-0.9% |
| Participation rate | 48.2% | 72.8%-24.6pp | 75.3%-27.1pp | 67.2%-19.0pp |
| Annual return | 20.87% | 15.95%+4.9pp | 116.14%-95.3pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,081 | $2,523-57.1% | $3,171-65.9% | $2,623-58.8% |
| Participant deferral / active EE | $1,895 | $4,322-56.2% | $5,016-62.2% | $4,346-56.4% |
| Admin fee / account holder | $5,684 | $2,232+154.7% | $11,033-48.5% | $1,942+192.7% |