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 5-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 | $195,335 | $176,056+10.9% | $159,436+22.5% | $167,490+16.6% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 156.33% | 331.75%-175.4pp | 263.57%-107.2pp | 478.56%-322.2pp |
| Employer contribution / active EE | $1,672 | $5,297-68.4% | $4,829-65.4% | $4,837-65.4% |
| Participant deferral / active EE | $907 | $7,750-88.3% | $7,352-87.7% | $6,341-85.7% |
| Admin fee / account holder | $640 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |