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 | $100,914 | $102,317-1.4% | $146,958-31.3% | $80,856+24.8% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.2%-15.0pp | 67.6%-0.5pp |
| Annual return | 14.32% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,034 | $3,713-72.1% | $4,933-79.0% | $2,755-62.5% |
| Participant deferral / active EE | $2,240 | $6,644-66.3% | $8,070-72.2% | $4,296-47.9% |
| Admin fee / account holder | $13,609 | $7,941+71.4% | $12,998+4.7% | $6,918+96.7% |