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 | $47,335 | $176,056-73.1% | $159,436-70.3% | $167,490-71.7% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 24.41% | 331.75%-307.3pp | 263.57%-239.2pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,494 | $5,297-71.8% | $4,829-69.1% | $4,837-69.1% |
| Participant deferral / active EE | $1,857 | $7,750-76.0% | $7,352-74.7% | $6,341-70.7% |
| Admin fee / account holder | $647 | $12,554-94.8% | $10,799-94.0% | $12,309-94.7% |