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 | $92,990 | $189,613-51.0% | $167,512-44.5% | $142,382-34.7% |
| Participation rate | 29.4% | 80.1%-50.7pp | 77.1%-47.6pp | 80.1%-50.7pp |
| Annual return | 13.74% | 2024.68%-2010.9pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,071 | $6,981-84.7% | $6,405-83.3% | $6,507-83.5% |
| Admin fee / account holder | $2,084 | $10,528-80.2% | $9,769-78.7% | $12,624-83.5% |