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 | $38,442 | $198,466-80.6% | $170,442-77.4% | $147,584-74.0% |
| Participation rate | 35.7% | 88.0%-52.3pp | 83.6%-47.9pp | 82.8%-47.1pp |
| Annual return | 17.23% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,462 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $1,286 | $5,629-77.2% | $4,939-74.0% | $5,439-76.4% |
| Admin fee / account holder | $768 | $16,852-95.4% | $13,880-94.5% | $10,885-92.9% |