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 4-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 | $26,019 | $159,602-83.7% | $150,045-82.7% | $142,382-81.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 199.49% | 70.24%+129.3pp | 62.55%+136.9pp | 217.08%-17.6pp |
| Employer contribution / active EE | $1,411 | $4,961-71.6% | $4,693-69.9% | $4,299-67.2% |
| Participant deferral / active EE | $2,184 | $8,310-73.7% | $7,997-72.7% | $6,507-66.4% |
| Admin fee / account holder | $2,277 | $14,846-84.7% | $13,435-83.1% | $12,624-82.0% |