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 | $31,868 | $68,346-53.4% | $94,646-66.3% | $75,163-57.6% |
| Participation rate | 56.3% | 76.1%-19.9pp | 80.8%-24.6pp | 67.2%-10.9pp |
| Annual return | 21.91% | 616.93%-595.0pp | 156.71%-134.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,899 | $2,701-29.7% | $3,672-48.3% | $2,670-28.9% |
| Participant deferral / active EE | $2,556 | $6,537-60.9% | $7,418-65.5% | $4,125-38.0% |
| Admin fee / account holder | $1,585 | $5,326-70.2% | $7,231-78.1% | $5,651-72.0% |