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 | $83,725 | $77,145+8.5% | $108,410-22.8% | $85,850-2.5% |
| Participation rate | 52.9% | 74.7%-21.7pp | 80.1%-27.2pp | 69.3%-16.4pp |
| Annual return | 14.21% | 44.54%-30.3pp | 905.27%-891.1pp | 318.53%-304.3pp |
| Employer contribution / active EE | $293 | $2,379-87.7% | $3,558-91.8% | $2,565-88.6% |
| Participant deferral / active EE | $1,687 | $5,566-69.7% | $6,563-74.3% | $3,952-57.3% |
| Admin fee / account holder | $1,484 | $5,172-71.3% | $7,295-79.7% | $6,260-76.3% |