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 | $39,969 | $102,317-60.9% | $146,958-72.8% | $80,856-50.6% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.2%-15.9pp | 67.6%-1.4pp |
| Annual return | 12.46% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,200 | $3,713-67.7% | $4,933-75.7% | $2,755-56.4% |
| Participant deferral / active EE | $1,927 | $6,644-71.0% | $8,070-76.1% | $4,296-55.1% |
| Admin fee / account holder | $3,376 | $7,941-57.5% | $12,998-74.0% | $6,918-51.2% |