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 7-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 | $153,759 | $210,648-27.0% | $177,989-13.6% | $145,922+5.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 20.39% | 385.86%-365.5pp | 294.48%-274.1pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,450 | $4,565-68.2% | $3,949-63.3% | $4,660-68.9% |
| Participant deferral / active EE | $850 | $6,958-87.8% | $6,276-86.5% | $6,688-87.3% |
| Admin fee / account holder | $2,128 | $12,013-82.3% | $10,363-79.5% | $13,397-84.1% |