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 6-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 | $41,980 | $105,126-60.1% | $94,646-55.6% | $139,434-69.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 14.11% | 38.03%-23.9pp | 156.71%-142.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,429 | $4,106-16.5% | $3,672-6.6% | $4,751-27.8% |
| Participant deferral / active EE | $1,027 | $7,599-86.5% | $7,418-86.2% | $6,710-84.7% |
| Admin fee / account holder | $15,470 | $8,984+72.2% | $7,231+114.0% | $11,403+35.7% |