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 6-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 | $35,267 | $89,753-60.7% | $107,525-67.2% | $84,808-58.4% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 16.92% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,068 | $3,113-65.7% | $3,754-71.6% | $2,631-59.4% |
| Participant deferral / active EE | $1,568 | $4,056-61.3% | $5,116-69.3% | $4,212-62.8% |
| Admin fee / account holder | $4,436 | $7,222-38.6% | $8,919-50.3% | $7,344-39.6% |