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 | $79,149 | $150,187-47.3% | $120,354-34.2% | $145,922-45.8% |
| Participation rate | 13.3% | 78.8%-65.4pp | 71.9%-58.6pp | 80.3%-66.9pp |
| Annual return | 18.61% | 154.07%-135.5pp | 107.15%-88.5pp | 561.29%-542.7pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $370 | $6,173-94.0% | $4,991-92.6% | $6,688-94.5% |
| Admin fee / account holder | $435 | $12,207-96.4% | $9,423-95.4% | $13,397-96.8% |