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 | $39,874 | $171,865-76.8% | $149,718-73.4% | $147,584-73.0% |
| Participation rate | 41.2% | 88.2%-47.0pp | 87.1%-45.9pp | 82.8%-41.7pp |
| Annual return | 11.52% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $763 | $7,271-89.5% | $6,569-88.4% | $5,439-86.0% |
| Admin fee / account holder | $1,113 | $13,799-91.9% | $11,283-90.1% | $10,885-89.8% |