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 | $56,127 | $209,336-73.2% | $197,124-71.5% | $137,256-59.1% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 14.93% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $7,080 | $6,591+7.4% | $6,227+13.7% | $4,156+70.4% |
| Participant deferral / active EE | $2,250 | $9,614-76.6% | $9,135-75.4% | $6,407-64.9% |
| Admin fee / account holder | $1,273 | $17,308-92.6% | $16,298-92.2% | $12,270-89.6% |