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 | $114,974 | $165,984-30.7% | $164,813-30.2% | $145,922-21.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 10.33% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,379 | $5,273-73.8% | $4,341-68.2% | $4,660-70.4% |
| Participant deferral / active EE | $1,990 | $6,959-71.4% | $6,031-67.0% | $6,688-70.2% |
| Admin fee / account holder | $37,908 | $16,648+127.7% | $12,690+198.7% | $13,397+183.0% |