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 | $86,928 | $124,185-30.0% | $108,410-19.8% | $167,490-48.1% |
| Participation rate | 60.9% | 82.3%-21.4pp | 80.1%-19.3pp | 82.1%-21.2pp |
| Annual return | 15.48% | 1379.64%-1364.2pp | 905.27%-889.8pp | 478.56%-463.1pp |
| Employer contribution / active EE | $599 | $4,187-85.7% | $3,558-83.2% | $4,837-87.6% |
| Participant deferral / active EE | $1,253 | $6,908-81.9% | $6,563-80.9% | $6,341-80.2% |
| Admin fee / account holder | $571 | $9,455-94.0% | $7,295-92.2% | $12,309-95.4% |