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 | $54,136 | $49,173+10.1% | $121,098-55.3% | $75,163-28.0% |
| Participation rate | 33.3% | 55.4%-22.1pp | 69.5%-36.2pp | 67.2%-33.9pp |
| Annual return | 18.82% | 55.99%-37.2pp | 985.75%-966.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $525 | $1,546-66.0% | $4,164-87.4% | $2,670-80.3% |
| Participant deferral / active EE | $617 | $2,628-76.5% | $4,080-84.9% | $4,125-85.0% |
| Admin fee / account holder | $2,039 | $3,942-48.3% | $5,644-63.9% | $5,651-63.9% |