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 | $107,726 | $65,561+64.3% | $86,188+25.0% | $75,163+43.3% |
| Participation rate | 20.0% | 60.5%-40.5pp | 69.0%-49.0pp | 67.2%-47.2pp |
| Annual return | 20.59% | 46.05%-25.5pp | 1168.45%-1147.9pp | 160.62%-140.0pp |
| Employer contribution / active EE | $687 | $1,553-55.7% | $2,380-71.1% | $2,670-74.3% |
| Participant deferral / active EE | $984 | $3,024-67.4% | $3,985-75.3% | $4,125-76.1% |
| Admin fee / account holder | $4,061 | $5,474-25.8% | $6,852-40.7% | $5,651-28.1% |