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 | $35,550 | $202,318-82.4% | $172,739-79.4% | $152,861-76.7% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 20.99% | 1029.65%-1008.7pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,536 | $5,856-73.8% | $5,143-70.1% | $4,762-67.8% |
| Participant deferral / active EE | $1,590 | $5,948-73.3% | $5,198-69.4% | $5,850-72.8% |
| Admin fee / account holder | $2,816 | $17,109-83.5% | $13,954-79.8% | $11,596-75.7% |