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 | $51,706 | $183,592-71.8% | $155,567-66.8% | $145,959-64.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 23.55% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $1,722 | $5,315-67.6% | $4,674-63.2% | $4,661-63.1% |
| Participant deferral / active EE | $1,783 | $6,464-72.4% | $5,628-68.3% | $6,689-73.3% |
| Admin fee / account holder | $14,615 | $19,318-24.3% | $15,916-8.2% | $13,398+9.1% |