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 | $85,832 | $51,576+66.4% | $129,207-33.6% | $80,856+6.2% |
| Participation rate | 9.2% | 57.0%-47.8pp | 69.6%-60.4pp | 67.6%-58.4pp |
| Annual return | 12.24% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $661 | $2,669-75.2% | $4,168-84.1% | $4,296-84.6% |
| Admin fee / account holder | $5,557 | $4,305+29.1% | $7,715-28.0% | $6,918-19.7% |