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 | $48,819 | $150,440-67.5% | $136,294-64.2% | $147,584-66.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 25.60% | 1049.08%-1023.5pp | 5155.94%-5130.3pp | 578.55%-553.0pp |
| Employer contribution / active EE | $1,259 | $5,256-76.0% | $4,695-73.2% | $4,876-74.2% |
| Participant deferral / active EE | $1,270 | $6,630-80.8% | $6,247-79.7% | $5,439-76.6% |
| Admin fee / account holder | $16,006 | $10,905+46.8% | $9,243+73.2% | $10,885+47.0% |