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 | $55,177 | $144,119-61.7% | $117,854-53.2% | $147,584-62.6% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.7%-23.4pp | 82.8%-26.6pp |
| Annual return | 15.91% | 531.15%-515.2pp | 335.08%-319.2pp | 578.55%-562.6pp |
| Employer contribution / active EE | $880 | $4,896-82.0% | $3,786-76.8% | $4,876-82.0% |
| Participant deferral / active EE | $1,284 | $5,316-75.9% | $4,482-71.4% | $5,439-76.4% |
| Admin fee / account holder | $2,349 | $10,886-78.4% | $8,020-70.7% | $10,885-78.4% |