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 | $56,825 | $176,056-67.7% | $159,436-64.4% | $167,490-66.1% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 22.05% | 331.75%-309.7pp | 263.57%-241.5pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,122 | $5,297-78.8% | $4,829-76.8% | $4,837-76.8% |
| Participant deferral / active EE | $1,122 | $7,750-85.5% | $7,352-84.7% | $6,341-82.3% |
| Admin fee / account holder | $761 | $12,554-93.9% | $10,799-93.0% | $12,309-93.8% |