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 | $89,548 | $226,064-60.4% | $182,532-50.9% | $152,861-41.4% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.0%-39.5pp | 82.4%-44.0pp |
| Annual return | 17.44% | 192.51%-175.1pp | 148.54%-131.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $675 | $4,978-86.4% | $4,076-83.4% | $4,762-85.8% |
| Participant deferral / active EE | $829 | $6,368-87.0% | $5,524-85.0% | $5,850-85.8% |
| Admin fee / account holder | $456 | $10,703-95.7% | $8,592-94.7% | $11,596-96.1% |