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 | $77,783 | $79,171-1.8% | $102,423-24.1% | $74,495+4.4% |
| Participation rate | 42.1% | 74.8%-32.7pp | 76.5%-34.4pp | 67.2%-25.1pp |
| Annual return | 12.60% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,031 | $2,362-56.4% | $3,023-65.9% | $2,623-60.7% |
| Participant deferral / active EE | $2,130 | $4,415-51.8% | $5,053-57.8% | $4,346-51.0% |
| Admin fee / account holder | $4,421 | $2,001+121.0% | $9,451-53.2% | $1,942+127.7% |