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 | $44,777 | $210,698-78.7% | $178,014-74.8% | $145,959-69.3% |
| Participation rate | 22.2% | 80.8%-58.5pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 13.31% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $7,061 | $4,567+54.6% | $3,950+78.8% | $4,661+51.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,671 | $12,016+5.4% | $10,362+22.3% | $13,398-5.4% |