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 | $138,898 | $93,373+48.8% | $152,466-8.9% | $85,850+61.8% |
| Participation rate | 54.5% | 70.1%-15.5pp | 78.2%-23.7pp | 69.3%-14.8pp |
| Annual return | 22.78% | 21.84%+0.9pp | 757.33%-734.6pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,258 | $2,996-58.0% | $4,327-70.9% | $2,565-51.0% |
| Participant deferral / active EE | $1,329 | $4,550-70.8% | $5,820-77.2% | $3,952-66.4% |
| Admin fee / account holder | $871 | $13,853-93.7% | $15,805-94.5% | $6,260-86.1% |