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 | $32,355 | $93,571-65.4% | $135,903-76.2% | $75,163-57.0% |
| Participation rate | 47.6% | 75.2%-27.6pp | 81.9%-34.3pp | 67.2%-19.6pp |
| Annual return | 21.06% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,333 | $3,537-62.3% | $4,856-72.6% | $2,670-50.1% |
| Participant deferral / active EE | $2,397 | $6,404-62.6% | $7,758-69.1% | $4,125-41.9% |
| Admin fee / account holder | $470 | $6,975-93.3% | $10,762-95.6% | $5,651-91.7% |