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 | $77,563 | $217,402-64.3% | $185,823-58.3% | $167,490-53.7% |
| Participation rate | 46.2% | 86.0%-39.9pp | 81.7%-35.5pp | 82.1%-36.0pp |
| Annual return | 11.84% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,444 | $5,873-75.4% | $5,167-72.1% | $4,837-70.1% |
| Participant deferral / active EE | $1,859 | $6,356-70.8% | $5,568-66.6% | $6,341-70.7% |
| Admin fee / account holder | $496 | $19,811-97.5% | $16,237-96.9% | $12,309-96.0% |