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 | $51,971 | $138,044-62.4% | $125,339-58.5% | $134,475-61.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.75% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,958 | $5,243-5.4% | $4,814+3.0% | $4,740+4.6% |
| Participant deferral / active EE | $2,107 | $7,799-73.0% | $7,446-71.7% | $6,400-67.1% |
| Admin fee / account holder | $346 | $11,571-97.0% | $10,010-96.5% | $11,426-97.0% |