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 | $126,659 | $118,849+6.6% | $96,562+31.2% | $167,490-24.4% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 11.80% | 50.49%-38.7pp | 37.78%-26.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $601 | $3,120-80.7% | $2,356-74.5% | $4,837-87.6% |
| Participant deferral / active EE | $829 | $4,616-82.0% | $3,849-78.5% | $6,341-86.9% |
| Admin fee / account holder | $935 | $8,065-88.4% | $6,181-84.9% | $12,309-92.4% |