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 5-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 | $38,292 | $76,670-50.1% | $96,683-60.4% | $71,457-46.4% |
| Participation rate | 31.1% | 66.6%-35.4pp | 74.3%-43.2pp | 67.9%-36.8pp |
| Annual return | 20.04% | 48.29%-28.3pp | 35.69%-15.7pp | 28.85%-8.8pp |
| Employer contribution / active EE | $767 | $3,031-74.7% | $3,737-79.5% | $2,588-70.4% |
| Participant deferral / active EE | $1,636 | $3,771-56.6% | $4,878-66.5% | $4,289-61.9% |
| Admin fee / account holder | $1,399 | $2,028-31.0% | $6,730-79.2% | $1,587-11.9% |