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 | $122,214 | $124,319-1.7% | $111,297+9.8% | $167,490-27.0% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.2pp |
| Annual return | 28.20% | 37.44%-9.2pp | 54.65%-26.4pp | 478.56%-450.4pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,543 | $5,180-70.2% | $4,487-65.6% | $6,341-75.7% |
| Admin fee / account holder | $1,757 | $10,618-83.5% | $7,964-77.9% | $12,309-85.7% |