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 | $76,075 | $157,256-51.6% | $141,162-46.1% | $152,861-50.2% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 21.68% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,065 | $5,261-79.8% | $4,735-77.5% | $4,762-77.6% |
| Participant deferral / active EE | $1,559 | $7,109-78.1% | $6,709-76.8% | $5,850-73.3% |
| Admin fee / account holder | $471 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |