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 | $52,740 | $226,064-76.7% | $182,532-71.1% | $152,861-65.5% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.0%-31.3pp | 82.4%-35.8pp |
| Annual return | 23.55% | 192.51%-169.0pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $777 | $6,368-87.8% | $5,524-85.9% | $5,850-86.7% |
| Admin fee / account holder | $578 | $10,703-94.6% | $8,592-93.3% | $11,596-95.0% |