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 | $40,231 | $88,751-54.7% | $81,812-50.8% | $145,922-72.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 13.68% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $585 | $4,643-87.4% | $4,319-86.5% | $6,688-91.3% |
| Admin fee / account holder | $4,066 | $8,415-51.7% | $7,386-45.0% | $13,397-69.7% |