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 7-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 | $46,589 | $80,968-42.5% | $96,544-51.7% | $75,163-38.0% |
| Participation rate | 64.9% | 71.8%-6.8pp | 76.0%-11.0pp | 67.2%-2.3pp |
| Annual return | 37.17% | 27.06%+10.1pp | 25.84%+11.3pp | 160.62%-123.4pp |
| Employer contribution / active EE | $853 | $2,282-62.6% | $2,965-71.2% | $2,670-68.0% |
| Participant deferral / active EE | $1,458 | $3,928-62.9% | $4,851-69.9% | $4,125-64.7% |
| Admin fee / account holder | $3,564 | $6,724-47.0% | $8,252-56.8% | $5,651-36.9% |