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 | $100,733 | $45,863+119.6% | $77,024+30.8% | $68,494+47.1% |
| Participation rate | 14.5% | 55.9%-41.4pp | 67.9%-53.4pp | 67.9%-53.4pp |
| Annual return | -15.39% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $625 | $1,650-62.1% | $2,812-77.8% | $2,596-75.9% |
| Participant deferral / active EE | $405 | $2,962-86.3% | $4,426-90.9% | $4,027-89.9% |
| Admin fee / account holder | $57,138 | $3,041+1779.2% | $5,425+953.2% | $5,403+957.6% |