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 9-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 | $44,516 | $72,277-38.4% | $101,248-56.0% | $79,858-44.3% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 31.85% | 22.30%+9.5pp | 46.47%-14.6pp | 31.71%+0.1pp |
| Employer contribution / active EE | $738 | $2,692-72.6% | $3,660-79.8% | $2,471-70.1% |
| Participant deferral / active EE | $1,366 | $3,282-58.4% | $4,370-68.8% | $3,740-63.5% |
| Admin fee / account holder | $1,787 | $4,400-59.4% | $5,945-69.9% | $5,306-66.3% |