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 10-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 | $56,845 | $198,466-71.4% | $170,442-66.6% | $147,584-61.5% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 15.16% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,927 | $6,184-52.7% | $5,433-46.1% | $4,876-40.0% |
| Participant deferral / active EE | $351 | $5,629-93.8% | $4,939-92.9% | $5,439-93.6% |
| Admin fee / account holder | $407 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |