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 7-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 | $14,769 | $102,604-85.6% | $86,188-82.9% | $139,434-89.4% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 26.64% | 1922.51%-1895.9pp | 1168.45%-1141.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $832 | $3,032-72.6% | $2,380-65.0% | $4,751-82.5% |
| Participant deferral / active EE | $1,051 | $4,676-77.5% | $3,985-73.6% | $6,710-84.3% |
| Admin fee / account holder | $2,830 | $8,657-67.3% | $6,852-58.7% | $11,403-75.2% |