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 8-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 | $54,609 | $106,515-48.7% | $96,683-43.5% | $139,434-60.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 14.56% | 38.43%-23.9pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $125,979 | $4,103+2970.5% | $3,737+3271.4% | $4,751+2551.7% |
| Participant deferral / active EE | $439 | $5,454-92.0% | $4,878-91.0% | $6,710-93.5% |
| Admin fee / account holder | $36,624 | $7,877+365.0% | $6,730+444.2% | $11,403+221.2% |