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 8-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 | $81,229 | $65,561+23.9% | $86,188-5.8% | $75,163+8.1% |
| Participation rate | 10.0% | 60.5%-50.5pp | 69.0%-59.0pp | 67.2%-57.2pp |
| Annual return | 12.87% | 46.05%-33.2pp | 1168.45%-1155.6pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $172 | $3,024-94.3% | $3,985-95.7% | $4,125-95.8% |
| Admin fee / account holder | $6,460 | $5,474+18.0% | $6,852-5.7% | $5,651+14.3% |