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 | $48,372 | $198,466-75.6% | $170,442-71.6% | $147,584-67.2% |
| Participation rate | 27.8% | 88.0%-60.2pp | 83.6%-55.8pp | 82.8%-55.1pp |
| Annual return | 12.01% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,019 | $5,629-81.9% | $4,939-79.4% | $5,439-81.3% |
| Admin fee / account holder | $666 | $16,852-96.0% | $13,880-95.2% | $10,885-93.9% |