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 | $77,451 | $102,382-24.4% | $147,005-47.3% | $80,874-4.2% |
| Participation rate | 28.6% | 75.8%-47.3pp | 82.2%-53.6pp | 67.6%-39.1pp |
| Annual return | 12.18% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,195 | $3,715-67.8% | $4,934-75.8% | $2,756-56.6% |
| Participant deferral / active EE | $1,961 | $6,646-70.5% | $8,070-75.7% | $4,297-54.4% |
| Admin fee / account holder | $28,371 | $7,942+257.2% | $13,006+118.1% | $6,935+309.1% |