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 | $203,134 | $165,984+22.4% | $164,813+23.3% | $145,922+39.2% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 10.89% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,605 | $5,273-69.6% | $4,341-63.0% | $4,660-65.5% |
| Participant deferral / active EE | $1,444 | $6,959-79.2% | $6,031-76.1% | $6,688-78.4% |
| Admin fee / account holder | $44,023 | $16,648+164.4% | $12,690+246.9% | $13,397+228.6% |