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 | $84,706 | $150,440-43.7% | $136,294-37.9% | $147,584-42.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.37% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $998 | $5,256-81.0% | $4,695-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $1,399 | $6,630-78.9% | $6,247-77.6% | $5,439-74.3% |
| Admin fee / account holder | $3,921 | $10,905-64.0% | $9,243-57.6% | $10,885-64.0% |