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 | $31,248 | $176,056-82.3% | $159,436-80.4% | $167,490-81.3% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 19.60% | 331.75%-312.1pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,658 | $5,297-68.7% | $4,829-65.7% | $4,837-65.7% |
| Participant deferral / active EE | $1,569 | $7,750-79.8% | $7,352-78.7% | $6,341-75.3% |
| Admin fee / account holder | $386 | $12,554-96.9% | $10,799-96.4% | $12,309-96.9% |