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 | $75,091 | $209,411-64.1% | $178,490-57.9% | $158,922-52.7% |
| Participation rate | 47.6% | 86.3%-38.7pp | 81.9%-34.3pp | 82.0%-34.3pp |
| Annual return | 17.79% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $8,606 | $5,706+50.8% | $5,011+71.8% | $4,761+80.8% |
| Participant deferral / active EE | $1,721 | $5,954-71.1% | $5,202-66.9% | $5,982-71.2% |
| Admin fee / account holder | $2,175 | $17,074-87.3% | $13,984-84.4% | $11,246-80.7% |