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 | $84,849 | $78,705+7.8% | $117,854-28.0% | $70,131+21.0% |
| Participation rate | 40.0% | 73.2%-33.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 13.54% | 23.30%-9.8pp | 335.08%-321.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,196 | $3,297-63.7% | $4,482-73.3% | $3,332-64.1% |
| Admin fee / account holder | $19,328 | $5,065+281.6% | $8,020+141.0% | $4,645+316.1% |