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 | $71,995 | $59,417+21.2% | $93,606-23.1% | $74,495-3.4% |
| Participation rate | 19.5% | 59.7%-40.2pp | 68.7%-49.2pp | 67.2%-47.7pp |
| Annual return | 15.06% | 81.83%-66.8pp | 133.20%-118.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,184 | $3,050-61.2% | $4,411-73.2% | $4,346-72.8% |
| Admin fee / account holder | $11,616 | $3,021+284.5% | $8,285+40.2% | $1,942+498.3% |