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 9-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 | $60,551 | $209,411-71.1% | $178,490-66.1% | $158,922-61.9% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 24.72% | 188.75%-164.0pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $4,944 | $5,706-13.4% | $5,011-1.3% | $4,761+3.8% |
| Participant deferral / active EE | $1,063 | $5,954-82.2% | $5,202-79.6% | $5,982-82.2% |
| Admin fee / account holder | $385 | $17,074-97.7% | $13,984-97.2% | $11,246-96.6% |