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 | $129,874 | $84,487+53.7% | $125,339+3.6% | $66,914+94.1% |
| Participation rate | 18.3% | 76.4%-58.2pp | 82.4%-64.1pp | 69.8%-51.5pp |
| Annual return | -18.16% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,096 | $3,553-69.2% | $4,814-77.2% | $2,544-56.9% |
| Participant deferral / active EE | $2,155 | $6,781-68.2% | $7,446-71.1% | $4,237-49.1% |
| Admin fee / account holder | $345 | $685-49.6% | $10,010-96.6% | $593-41.8% |