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 5-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 | $35,973 | $183,519-80.4% | $155,509-76.9% | $145,922-75.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.93% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,002 | $5,313-62.3% | $4,672-57.2% | $4,660-57.0% |
| Participant deferral / active EE | $1,730 | $6,462-73.2% | $5,626-69.3% | $6,688-74.1% |
| Admin fee / account holder | $1,130 | $19,313-94.1% | $15,912-92.9% | $13,397-91.6% |