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 | $75,107 | $150,440-50.1% | $136,294-44.9% | $147,584-49.1% |
| Participation rate | 47.4% | 84.4%-37.1pp | 81.9%-34.6pp | 82.8%-35.5pp |
| Annual return | 16.18% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $963 | $5,256-81.7% | $4,695-79.5% | $4,876-80.2% |
| Participant deferral / active EE | $1,821 | $6,630-72.5% | $6,247-70.9% | $5,439-66.5% |
| Admin fee / account holder | $1,111 | $10,905-89.8% | $9,243-88.0% | $10,885-89.8% |