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 | $164,408 | $138,044+19.1% | $125,339+31.2% | $134,475+22.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.47% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,591 | $5,243+6.6% | $4,814+16.2% | $4,740+18.0% |
| Participant deferral / active EE | $297 | $7,799-96.2% | $7,446-96.0% | $6,400-95.4% |
| Admin fee / account holder | $2,408 | $11,571-79.2% | $10,010-75.9% | $11,426-78.9% |