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 | $216,666 | $102,382+111.6% | $147,005+47.4% | $80,874+167.9% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.2%-35.7pp | 67.6%-21.2pp |
| Annual return | 41.39% | 134.89%-93.5pp | 418.76%-377.4pp | 35.62%+5.8pp |
| Employer contribution / active EE | $1,034 | $3,715-72.2% | $4,934-79.0% | $2,756-62.5% |
| Participant deferral / active EE | $1,908 | $6,646-71.3% | $8,070-76.4% | $4,297-55.6% |
| Admin fee / account holder | $336 | $7,942-95.8% | $13,006-97.4% | $6,935-95.2% |