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 7-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 | $42,709 | $95,266-55.2% | $82,389-48.2% | $142,382-70.0% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.5%-39.5pp | 80.1%-50.1pp |
| Annual return | 13.36% | 25.74%-12.4pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $967 | $2,991-67.7% | $2,517-61.6% | $4,299-77.5% |
| Participant deferral / active EE | $723 | $4,809-85.0% | $4,155-82.6% | $6,507-88.9% |
| Admin fee / account holder | $1,025 | $8,563-88.0% | $7,231-85.8% | $12,624-91.9% |