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 9-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 | $33,003 | $202,318-83.7% | $172,739-80.9% | $152,861-78.4% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 20.88% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,828 | $5,856-68.8% | $5,143-64.5% | $4,762-61.6% |
| Participant deferral / active EE | $1,366 | $5,948-77.0% | $5,198-73.7% | $5,850-76.6% |
| Admin fee / account holder | $2,755 | $17,109-83.9% | $13,954-80.3% | $11,596-76.2% |