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 5-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 | $42,164 | $144,119-70.7% | $117,854-64.2% | $147,584-71.4% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 10.92% | 531.15%-520.2pp | 335.08%-324.2pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $714 | $5,316-86.6% | $4,482-84.1% | $5,439-86.9% |
| Admin fee / account holder | $1,160 | $10,886-89.3% | $8,020-85.5% | $10,885-89.3% |