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 | $97,765 | $202,318-51.7% | $172,739-43.4% | $152,861-36.0% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 15.74% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,500 | $5,856-74.4% | $5,143-70.8% | $4,762-68.5% |
| Participant deferral / active EE | $1,500 | $5,948-74.8% | $5,198-71.1% | $5,850-74.4% |
| Admin fee / account holder | $16,461 | $17,109-3.8% | $13,954+18.0% | $11,596+41.9% |