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 | $67,660 | $217,402-68.9% | $185,823-63.6% | $167,490-59.6% |
| Participation rate | 35.7% | 86.0%-50.3pp | 81.7%-46.0pp | 82.1%-46.4pp |
| Annual return | 12.67% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,459 | $5,873-75.2% | $5,167-71.8% | $4,837-69.8% |
| Participant deferral / active EE | $2,128 | $6,356-66.5% | $5,568-61.8% | $6,341-66.4% |
| Admin fee / account holder | $6,225 | $19,811-68.6% | $16,237-61.7% | $12,309-49.4% |