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 | $73,862 | $150,440-50.9% | $136,294-45.8% | $147,584-50.0% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 11.19% | 1049.08%-1037.9pp | 5155.94%-5144.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,035 | $5,256-80.3% | $4,695-78.0% | $4,876-78.8% |
| Participant deferral / active EE | $1,217 | $6,630-81.6% | $6,247-80.5% | $5,439-77.6% |
| Admin fee / account holder | $2,352 | $10,905-78.4% | $9,243-74.6% | $10,885-78.4% |