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 | $30,996 | $165,984-81.3% | $164,813-81.2% | $145,922-78.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.17% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,400 | $5,273-73.4% | $4,341-67.7% | $4,660-70.0% |
| Participant deferral / active EE | $1,400 | $6,959-79.9% | $6,031-76.8% | $6,688-79.1% |
| Admin fee / account holder | $336 | $16,648-98.0% | $12,690-97.3% | $13,397-97.5% |