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 | $117,024 | $58,577+99.8% | $83,333+40.4% | $64,186+82.3% |
| Participation rate | 65.1% | 72.0%-6.9pp | 77.8%-12.6pp | 69.6%-4.5pp |
| Annual return | -5.59% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,026 | $4,654-77.9% | $5,565-81.6% | $3,470-70.4% |
| Admin fee / account holder | $18,009 | $9,275+94.2% | $7,510+139.8% | $4,888+268.4% |