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 | $43,372 | $183,519-76.4% | $155,509-72.1% | $145,922-70.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.84% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,937 | $5,313-63.5% | $4,672-58.5% | $4,660-58.4% |
| Participant deferral / active EE | $1,151 | $6,462-82.2% | $5,626-79.5% | $6,688-82.8% |
| Admin fee / account holder | $387 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |