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 | $79,190 | $57,281+38.2% | $86,612-8.6% | $75,163+5.4% |
| Participation rate | 15.0% | 63.2%-48.2pp | 71.7%-56.7pp | 67.2%-52.2pp |
| Annual return | 15.42% | 2670.75%-2655.3pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $477 | $3,318-85.6% | $4,438-89.3% | $4,125-88.4% |
| Admin fee / account holder | $97,922 | $4,112+2281.5% | $5,614+1644.2% | $5,651+1632.8% |