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 6-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 | $145,967 | $88,751+64.5% | $81,812+78.4% | $145,9220% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.44% | 1025.40%-1008.0pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $585 | $3,083-81.0% | $2,912-79.9% | $4,660-87.4% |
| Participant deferral / active EE | $645 | $4,643-86.1% | $4,319-85.1% | $6,688-90.3% |
| Admin fee / account holder | $1,298 | $8,415-84.6% | $7,386-82.4% | $13,397-90.3% |