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 | $59,297 | $105,181-43.6% | $159,436-62.8% | $85,850-30.9% |
| Participation rate | 56.1% | 75.8%-19.7pp | 82.8%-26.8pp | 69.3%-13.3pp |
| Annual return | 26.05% | 45.07%-19.0pp | 263.57%-237.5pp | 318.53%-292.5pp |
| Employer contribution / active EE | $1,190 | $3,318-64.1% | $4,829-75.4% | $2,565-53.6% |
| Participant deferral / active EE | $1,902 | $5,945-68.0% | $7,352-74.1% | $3,952-51.9% |
| Admin fee / account holder | $6,105 | $6,933-12.0% | $10,799-43.5% | $6,260-2.5% |