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 | $103,481 | $165,984-37.7% | $164,813-37.2% | $145,922-29.1% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.0pp | 80.3%-10.7pp |
| Annual return | 9.66% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,321 | $5,273-75.0% | $4,341-69.6% | $4,660-71.7% |
| Participant deferral / active EE | $1,021 | $6,959-85.3% | $6,031-83.1% | $6,688-84.7% |
| Admin fee / account holder | $5,610 | $16,648-66.3% | $12,690-55.8% | $13,397-58.1% |