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 5-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 | $47,557 | $94,338-49.6% | $100,534-52.7% | $142,382-66.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 80.6%-25.1pp | 80.1%-24.6pp |
| Annual return | 20.54% | 29.20%-8.7pp | 32.66%-12.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $10,103 | $4,237+138.4% | $4,346+132.4% | $4,299+135.0% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $658 | $8,421-92.2% | $7,654-91.4% | $12,624-94.8% |