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 | $37,715 | $179,726-79.0% | $156,263-75.9% | $142,382-73.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 10.56% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,723 | $5,069-66.0% | $4,333-60.2% | $4,299-59.9% |
| Participant deferral / active EE | $1,723 | $6,956-75.2% | $6,158-72.0% | $6,507-73.5% |
| Admin fee / account holder | $393 | $17,272-97.7% | $14,255-97.2% | $12,624-96.9% |