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 | $175,025 | $117,690+48.7% | $71,735+144.0% | $134,475+30.2% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -17.35% | 25.44%-42.8pp | 9.14%-26.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $340 | $3,759-91.0% | $2,658-87.2% | $6,400-94.7% |
| Admin fee / account holder | $1,773 | $6,379-72.2% | $3,974-55.4% | $11,426-84.5% |