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 | $33,341 | $159,602-79.1% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $916 | $4,961-81.5% | $4,693-80.5% | $4,299-78.7% |
| Participant deferral / active EE | $2,099 | $8,310-74.7% | $7,997-73.7% | $6,507-67.7% |
| Admin fee / account holder | $431 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |