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 | $30,174 | $150,440-79.9% | $136,294-77.9% | $147,584-79.6% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 11.09% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,558 | $5,256-70.4% | $4,695-66.8% | $4,876-68.1% |
| Participant deferral / active EE | $2,055 | $6,630-69.0% | $6,247-67.1% | $5,439-62.2% |
| Admin fee / account holder | $975 | $10,905-91.1% | $9,243-89.4% | $10,885-91.0% |