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 | $39,168 | $209,832-81.3% | $189,513-79.3% | $167,490-76.6% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 23.72% | 748.27%-724.6pp | 555.15%-531.4pp | 478.56%-454.8pp |
| Employer contribution / active EE | $1,882 | $6,914-72.8% | $6,162-69.5% | $4,837-61.1% |
| Participant deferral / active EE | $2,797 | $8,935-68.7% | $8,221-66.0% | $6,341-55.9% |
| Admin fee / account holder | $9,548 | $14,293-33.2% | $12,045-20.7% | $12,309-22.4% |