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 | $37,528 | $100,041-62.5% | $149,718-74.9% | $70,131-46.5% |
| Participation rate | 56.9% | 83.6%-26.7pp | 87.1%-30.1pp | 69.5%-12.6pp |
| Annual return | 45.92% | 27.43%+18.5pp | 1501.63%-1455.7pp | 73.14%-27.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,217 | $4,983-75.6% | $6,569-81.5% | $3,332-63.5% |
| Admin fee / account holder | $1,614 | $8,286-80.5% | $11,283-85.7% | $4,645-65.3% |