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 | $46,036 | $209,411-78.0% | $178,490-74.2% | $158,922-71.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 31.98% | 188.75%-156.8pp | 151.07%-119.1pp | 302.83%-270.8pp |
| Employer contribution / active EE | $1,248 | $5,706-78.1% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $1,889 | $5,954-68.3% | $5,202-63.7% | $5,982-68.4% |
| Admin fee / account holder | $513 | $17,074-97.0% | $13,984-96.3% | $11,246-95.4% |