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 | $43,469 | $176,056-75.3% | $159,436-72.7% | $167,490-74.0% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 19.46% | 331.75%-312.3pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,327 | $5,297-74.9% | $4,829-72.5% | $4,837-72.6% |
| Participant deferral / active EE | $1,758 | $7,750-77.3% | $7,352-76.1% | $6,341-72.3% |
| Admin fee / account holder | $371 | $12,554-97.0% | $10,799-96.6% | $12,309-97.0% |