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 | $109,595 | $88,083+24.4% | $164,813-33.5% | $74,495+47.1% |
| Participation rate | 34.8% | 73.0%-38.3pp | 78.6%-43.8pp | 67.2%-32.4pp |
| Annual return | 24.72% | 17.26%+7.5pp | 69.93%-45.2pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $838 | $2,593-67.7% | $4,341-80.7% | $2,623-68.0% |
| Participant deferral / active EE | $2,007 | $4,498-55.4% | $6,031-66.7% | $4,346-53.8% |
| Admin fee / account holder | $15,541 | $2,234+595.8% | $12,690+22.5% | $1,942+700.4% |