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 | $158,143 | $165,984-4.7% | $164,813-4.0% | $145,922+8.4% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 16.42% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,374 | $5,273-74.0% | $4,341-68.4% | $4,660-70.5% |
| Participant deferral / active EE | $2,015 | $6,959-71.0% | $6,031-66.6% | $6,688-69.9% |
| Admin fee / account holder | $5,041 | $16,648-69.7% | $12,690-60.3% | $13,397-62.4% |