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 | $201,316 | $171,865+17.1% | $149,718+34.5% | $147,584+36.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 25.87% | 2113.22%-2087.3pp | 1501.63%-1475.8pp | 578.55%-552.7pp |
| Employer contribution / active EE | $2,500 | $6,275-60.2% | $5,445-54.1% | $4,876-48.7% |
| Participant deferral / active EE | $2,500 | $7,271-65.6% | $6,569-61.9% | $5,439-54.0% |
| Admin fee / account holder | $915 | $13,799-93.4% | $11,283-91.9% | $10,885-91.6% |