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 | $38,920 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 45.42% | 1049.08%-1003.7pp | 5155.94%-5110.5pp | 578.55%-533.1pp |
| Employer contribution / active EE | $916 | $5,256-82.6% | $4,695-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $2,059 | $6,630-68.9% | $6,247-67.0% | $5,439-62.1% |
| Admin fee / account holder | $9,113 | $10,905-16.4% | $9,243-1.4% | $10,885-16.3% |