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 | $60,321 | $159,602-62.2% | $150,045-59.8% | $142,382-57.6% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 12.89% | 70.24%-57.3pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,783 | $4,961-64.1% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $2,417 | $8,310-70.9% | $7,997-69.8% | $6,507-62.9% |
| Admin fee / account holder | $317 | $14,846-97.9% | $13,435-97.6% | $12,624-97.5% |