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 | $103,644 | $70,756+46.5% | $65,493+58.3% | $142,382-27.2% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 13.17% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $660 | $4,637-85.8% | $3,961-83.3% | $6,507-89.9% |
| Admin fee / account holder | $955 | $6,559-85.4% | $5,028-81.0% | $12,624-92.4% |