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 7-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 | $35,239 | $148,534-76.3% | $135,903-74.1% | $139,434-74.7% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 48.14% | 79.19%-31.0pp | 68.23%-20.1pp | 372.94%-324.8pp |
| Employer contribution / active EE | $1,030 | $5,243-80.3% | $4,856-78.8% | $4,751-78.3% |
| Participant deferral / active EE | $2,348 | $8,100-71.0% | $7,758-69.7% | $6,710-65.0% |
| Admin fee / account holder | $516 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |