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 | $209,820 | $202,318+3.7% | $172,739+21.5% | $152,861+37.3% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 24.75% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,205 | $5,948-79.7% | $5,198-76.8% | $5,850-79.4% |
| Admin fee / account holder | $31,089 | $17,109+81.7% | $13,954+122.8% | $11,596+168.1% |