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 | $67,517 | $57,354+17.7% | $83,848-19.5% | $64,186+5.2% |
| Participation rate | 29.4% | 68.6%-39.2pp | 76.1%-46.7pp | 69.6%-40.2pp |
| Annual return | -4.77% | 11.38%-16.2pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $633 | $2,545-75.1% | $3,631-82.6% | $2,381-73.4% |
| Participant deferral / active EE | $797 | $2,993-73.4% | $4,082-80.5% | $3,470-77.0% |
| Admin fee / account holder | $9,087 | $4,046+124.6% | $5,478+65.9% | $4,888+85.9% |