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 3-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 | $44,730 | $108,919-58.9% | $100,391-55.4% | $145,922-69.3% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 19.70% | 57.88%-38.2pp | 49.20%-29.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,245 | $4,419-71.8% | $3,942-68.4% | $4,660-73.3% |
| Participant deferral / active EE | $867 | $8,445-89.7% | $8,082-89.3% | $6,688-87.0% |
| Admin fee / account holder | $10,676 | $9,689+10.2% | $7,899+35.2% | $13,397-20.3% |