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 | $148,749 | $49,173+202.5% | $121,098+22.8% | $75,163+97.9% |
| Participation rate | 20.0% | 55.4%-35.4pp | 69.5%-49.5pp | 67.2%-47.2pp |
| Annual return | 13.81% | 55.99%-42.2pp | 985.75%-971.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $491 | $1,546-68.2% | $4,164-88.2% | $2,670-81.6% |
| Participant deferral / active EE | $571 | $2,628-78.3% | $4,080-86.0% | $4,125-86.2% |
| Admin fee / account holder | $32,876 | $3,942+734.0% | $5,644+482.4% | $5,651+481.8% |