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 | $125,906 | $209,832-40.0% | $189,513-33.6% | $167,490-24.8% |
| Participation rate | 63.2% | 88.7%-25.5pp | 87.8%-24.6pp | 82.1%-18.9pp |
| Annual return | 10.72% | 748.27%-737.6pp | 555.15%-544.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,311 | $6,914-66.6% | $6,162-62.5% | $4,837-52.2% |
| Participant deferral / active EE | $2,910 | $8,935-67.4% | $8,221-64.6% | $6,341-54.1% |
| Admin fee / account holder | $8,080 | $14,293-43.5% | $12,045-32.9% | $12,309-34.4% |