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 | $36,900 | $209,411-82.4% | $178,490-79.3% | $158,922-76.8% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 102.38% | 188.75%-86.4pp | 151.07%-48.7pp | 302.83%-200.4pp |
| Employer contribution / active EE | $1,255 | $5,706-78.0% | $5,011-75.0% | $4,761-73.6% |
| Participant deferral / active EE | $1,705 | $5,954-71.4% | $5,202-67.2% | $5,982-71.5% |
| Admin fee / account holder | $4,902 | $17,074-71.3% | $13,984-64.9% | $11,246-56.4% |