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 | $65,885 | $179,726-63.3% | $156,263-57.8% | $142,382-53.7% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 25.25% | 77.86%-52.6pp | 59.47%-34.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,223 | $5,069-75.9% | $4,333-71.8% | $4,299-71.6% |
| Participant deferral / active EE | $1,428 | $6,956-79.5% | $6,158-76.8% | $6,507-78.0% |
| Admin fee / account holder | $2,047 | $17,272-88.1% | $14,255-85.6% | $12,624-83.8% |