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 | $59,813 | $80,968-26.1% | $96,544-38.0% | $75,163-20.4% |
| Participation rate | 37.0% | 71.8%-34.7pp | 76.0%-38.9pp | 67.2%-30.2pp |
| Annual return | 272.26% | 27.06%+245.2pp | 25.84%+246.4pp | 160.62%+111.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,016 | $3,928-74.1% | $4,851-79.1% | $4,125-75.4% |
| Admin fee / account holder | $6,562 | $6,724-2.4% | $8,252-20.5% | $5,651+16.1% |