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 | $74,890 | $171,865-56.4% | $149,718-50.0% | $147,584-49.3% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 13.10% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,585 | $6,275-74.7% | $5,445-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $1,782 | $7,271-75.5% | $6,569-72.9% | $5,439-67.2% |
| Admin fee / account holder | $399 | $13,799-97.1% | $11,283-96.5% | $10,885-96.3% |