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 | $153,197 | $203,436-24.7% | $152,466+0.5% | $167,490-8.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 12.47% | 13.80%-1.3pp | 757.33%-744.9pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,298 | $5,220-75.1% | $4,327-70.0% | $4,837-73.2% |
| Participant deferral / active EE | $1,961 | $6,716-70.8% | $5,820-66.3% | $6,341-69.1% |
| Admin fee / account holder | $13,591 | $22,506-39.6% | $15,805-14.0% | $12,309+10.4% |