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 | $191,856 | $124,185+54.5% | $108,410+77.0% | $167,490+14.5% |
| Participation rate | 47.1% | 82.3%-35.2pp | 80.1%-33.1pp | 82.1%-35.0pp |
| Annual return | 16.93% | 1379.64%-1362.7pp | 905.27%-888.3pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,176 | $6,908-83.0% | $6,563-82.1% | $6,341-81.5% |
| Admin fee / account holder | $669 | $9,455-92.9% | $7,295-90.8% | $12,309-94.6% |