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 | $80,369 | $171,865-53.2% | $149,718-46.3% | $147,584-45.5% |
| Participation rate | 58.8% | 88.2%-29.4pp | 87.1%-28.2pp | 82.8%-24.0pp |
| Annual return | 11.40% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,017 | $7,271-72.3% | $6,569-69.3% | $5,439-62.9% |
| Admin fee / account holder | $529 | $13,799-96.2% | $11,283-95.3% | $10,885-95.1% |