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 | $31,009 | $217,402-85.7% | $185,823-83.3% | $167,490-81.5% |
| Participation rate | 36.4% | 86.0%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 33.31% | 148.36%-115.0pp | 122.05%-88.7pp | 478.56%-445.2pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,196 | $6,356-81.2% | $5,568-78.5% | $6,341-81.1% |
| Admin fee / account holder | $138,462 | $19,811+598.9% | $16,237+752.7% | $12,309+1024.9% |