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 | $37,241 | $58,926-36.8% | $97,226-61.7% | $74,495-50.0% |
| Participation rate | 26.2% | 63.5%-37.3pp | 72.7%-46.5pp | 67.2%-41.0pp |
| Annual return | 16.32% | 16.04%+0.3pp | 75.13%-58.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $548 | $1,894-71.1% | $2,729-79.9% | $2,623-79.1% |
| Participant deferral / active EE | $879 | $3,664-76.0% | $4,264-79.4% | $4,346-79.8% |
| Admin fee / account holder | $11,009 | $1,974+457.8% | $5,654+94.7% | $1,942+467.0% |