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 | $39,014 | $159,901-75.6% | $146,958-73.5% | $145,922-73.3% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.78% | 98.13%-84.3pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,644 | $5,286-68.9% | $4,933-66.7% | $4,660-64.7% |
| Participant deferral / active EE | $1,626 | $8,428-80.7% | $8,070-79.8% | $6,688-75.7% |
| Admin fee / account holder | $1,983 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |