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 | $41,226 | $102,317-59.7% | $146,958-71.9% | $80,856-49.0% |
| Participation rate | 43.9% | 75.8%-32.0pp | 82.2%-38.3pp | 67.6%-23.8pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,303 | $3,713-64.9% | $4,933-73.6% | $2,755-52.7% |
| Participant deferral / active EE | $2,479 | $6,644-62.7% | $8,070-69.3% | $4,296-42.3% |
| Admin fee / account holder | $2,044 | $7,941-74.3% | $12,998-84.3% | $6,918-70.5% |