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 3-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 | $73,988 | $99,877-25.9% | $84,966-12.9% | $145,922-49.3% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.8pp |
| Annual return | 20.33% | 83.76%-63.4pp | 66.38%-46.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $560 | $3,231-82.7% | $2,727-79.5% | $4,660-88.0% |
| Participant deferral / active EE | $780 | $5,291-85.3% | $4,519-82.7% | $6,688-88.3% |
| Admin fee / account holder | $936 | $7,248-87.1% | $6,149-84.8% | $13,397-93.0% |