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 | $31,732 | $144,119-78.0% | $117,854-73.1% | $147,584-78.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 11.70% | 531.15%-519.4pp | 335.08%-323.4pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,000 | $4,896-79.6% | $3,786-73.6% | $4,876-79.5% |
| Participant deferral / active EE | $1,038 | $5,316-80.5% | $4,482-76.8% | $5,439-80.9% |
| Admin fee / account holder | $8,667 | $10,886-20.4% | $8,020+8.1% | $10,885-20.4% |