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 | $34,834 | $183,963-81.1% | $162,163-78.5% | $152,861-77.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 16.60% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,497 | $6,371-76.5% | $5,614-73.3% | $4,762-68.6% |
| Participant deferral / active EE | $1,869 | $8,034-76.7% | $7,298-74.4% | $5,850-68.1% |
| Admin fee / account holder | $308 | $13,121-97.7% | $10,843-97.2% | $11,596-97.3% |