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 | $128,482 | $155,788-17.5% | $124,672+3.1% | $167,490-23.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 23.53% | 17.97%+5.6pp | 5142.93%-5119.4pp | 478.56%-455.0pp |
| Employer contribution / active EE | $2,050 | $4,163-50.8% | $3,324-38.3% | $4,837-57.6% |
| Participant deferral / active EE | $1,118 | $5,673-80.3% | $4,614-75.8% | $6,341-82.4% |
| Admin fee / account holder | $1,417 | $9,531-85.1% | $7,493-81.1% | $12,309-88.5% |