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 6-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 | $40,589 | $108,919-62.7% | $100,391-59.6% | $145,922-72.2% |
| Participation rate | 42.1% | 82.9%-40.8pp | 81.5%-39.4pp | 80.3%-38.2pp |
| Annual return | 13.49% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,032 | $4,419-76.6% | $3,942-73.8% | $4,660-77.8% |
| Participant deferral / active EE | $2,001 | $8,445-76.3% | $8,082-75.2% | $6,688-70.1% |
| Admin fee / account holder | $369 | $9,689-96.2% | $7,899-95.3% | $13,397-97.2% |