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 | $44,667 | $93,571-52.3% | $135,903-67.1% | $75,163-40.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 24.82% | 30.90%-6.1pp | 68.23%-43.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,123 | $3,537-68.2% | $4,856-76.9% | $2,670-57.9% |
| Participant deferral / active EE | $2,375 | $6,404-62.9% | $7,758-69.4% | $4,125-42.4% |
| Admin fee / account holder | $1,116 | $6,975-84.0% | $10,762-89.6% | $5,651-80.2% |