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 | $51,157 | $66,098-22.6% | $101,794-49.7% | $74,304-31.2% |
| Participation rate | 35.6% | 53.8%-18.1pp | 69.2%-33.5pp | 60.3%-24.7pp |
| Annual return | 579.72% | 19.59%+560.1pp | 30.53%+549.2pp | 29.43%+550.3pp |
| Employer contribution / active EE | $261 | $1,082-75.8% | $2,289-88.6% | $2,241-88.3% |
| Participant deferral / active EE | $626 | $2,781-77.5% | $4,084-84.7% | $3,767-83.4% |
| Admin fee / account holder | $4,820 | $4,146+16.3% | $8,777-45.1% | $2,969+62.3% |