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 | $70,266 | $148,534-52.7% | $135,903-48.3% | $139,434-49.6% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.8pp | 80.3%-33.3pp |
| Annual return | 15.07% | 79.19%-64.1pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,087 | $5,243-79.3% | $4,856-77.6% | $4,751-77.1% |
| Participant deferral / active EE | $2,381 | $8,100-70.6% | $7,758-69.3% | $6,710-64.5% |
| Admin fee / account holder | $418 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |