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 | $72,064 | $65,561+9.9% | $86,188-16.4% | $75,163-4.1% |
| Participation rate | 9.3% | 60.5%-51.2pp | 69.0%-59.7pp | 67.2%-57.9pp |
| Annual return | 16.69% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $575 | $3,024-81.0% | $3,985-85.6% | $4,125-86.1% |
| Admin fee / account holder | $6,004 | $5,474+9.7% | $6,852-12.4% | $5,651+6.3% |