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 4-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 | $71,439 | $159,602-55.2% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.3%-72.3pp | 80.1%-70.1pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $918 | $4,961-81.5% | $4,693-80.4% | $4,299-78.6% |
| Participant deferral / active EE | $1,148 | $8,310-86.2% | $7,997-85.7% | $6,507-82.4% |
| Admin fee / account holder | $1,811 | $14,846-87.8% | $13,435-86.5% | $12,624-85.7% |