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 | $28,259 | $80,673-65.0% | $101,326-72.1% | $84,808-66.7% |
| Participation rate | 67.9% | 77.8%-9.9pp | 81.5%-13.6pp | 68.3%-0.5pp |
| Annual return | 15.36% | 38.95%-23.6pp | 36.82%-21.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,493 | $2,698-44.7% | $3,665-59.3% | $2,631-43.3% |
| Participant deferral / active EE | $2,258 | $6,840-67.0% | $7,994-71.7% | $4,212-46.4% |
| Admin fee / account holder | $2,572 | $12,784-79.9% | $11,185-77.0% | $7,344-65.0% |