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 | $72,142 | $202,318-64.3% | $172,739-58.2% | $152,861-52.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 29.84% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,383 | $5,856-76.4% | $5,143-73.1% | $4,762-71.0% |
| Participant deferral / active EE | $1,922 | $5,948-67.7% | $5,198-63.0% | $5,850-67.1% |
| Admin fee / account holder | $545 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |