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 8-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 | $58,782 | $159,901-63.2% | $146,958-60.0% | $145,922-59.7% |
| Participation rate | 39.1% | 84.0%-44.9pp | 82.2%-43.0pp | 80.3%-41.1pp |
| Annual return | 16.55% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,278 | $5,286-75.8% | $4,933-74.1% | $4,660-72.6% |
| Participant deferral / active EE | $2,346 | $8,428-72.2% | $8,070-70.9% | $6,688-64.9% |
| Admin fee / account holder | $2,480 | $15,044-83.5% | $12,998-80.9% | $13,397-81.5% |