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 | $110,468 | $110,5020% | $80,716+36.9% | $167,490-34.0% |
| Participation rate | 18.2% | 64.0%-45.8pp | 54.2%-36.0pp | 82.1%-63.9pp |
| Annual return | 5.76% | 120.54%-114.8pp | 87.28%-81.5pp | 478.56%-472.8pp |
| Employer contribution / active EE | $38 | $1,543-97.5% | $1,160-96.7% | $4,837-99.2% |
| Participant deferral / active EE | $73 | $2,871-97.5% | $2,146-96.6% | $6,341-98.9% |
| Admin fee / account holder | $5,878 | $4,545+29.3% | $3,380+73.9% | $12,309-52.2% |