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 | $33,555 | $165,984-79.8% | $164,813-79.6% | $145,922-77.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.84% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,839 | $5,273-65.1% | $4,341-57.6% | $4,660-60.5% |
| Participant deferral / active EE | $1,913 | $6,959-72.5% | $6,031-68.3% | $6,688-71.4% |
| Admin fee / account holder | $3,900 | $16,648-76.6% | $12,690-69.3% | $13,397-70.9% |