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 | $105,382 | $65,561+60.7% | $86,188+22.3% | $75,163+40.2% |
| Participation rate | 21.0% | 60.5%-39.5pp | 69.0%-48.0pp | 67.2%-46.2pp |
| Annual return | 19.13% | 46.05%-26.9pp | 1168.45%-1149.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,115 | $3,024-63.1% | $3,985-72.0% | $4,125-73.0% |
| Admin fee / account holder | $1,336 | $5,474-75.6% | $6,852-80.5% | $5,651-76.4% |