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 | $38,690 | $150,440-74.3% | $136,294-71.6% | $147,584-73.8% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 21.93% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $946 | $5,256-82.0% | $4,695-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $1,197 | $6,630-81.9% | $6,247-80.8% | $5,439-78.0% |
| Admin fee / account holder | $3,811 | $10,905-65.1% | $9,243-58.8% | $10,885-65.0% |