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 | $36,816 | $150,440-75.5% | $136,294-73.0% | $147,584-75.1% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 15.97% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $8,518 | $5,256+62.1% | $4,695+81.4% | $4,876+74.7% |
| Participant deferral / active EE | $1,204 | $6,630-81.8% | $6,247-80.7% | $5,439-77.9% |
| Admin fee / account holder | $2,513 | $10,905-77.0% | $9,243-72.8% | $10,885-76.9% |