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 | $35,837 | $102,317-65.0% | $146,958-75.6% | $80,856-55.7% |
| Participation rate | 32.3% | 75.8%-43.6pp | 82.2%-49.9pp | 67.6%-35.4pp |
| Annual return | 14.89% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $974 | $3,713-73.8% | $4,933-80.3% | $2,755-64.7% |
| Participant deferral / active EE | $1,498 | $6,644-77.4% | $8,070-81.4% | $4,296-65.1% |
| Admin fee / account holder | $474 | $7,941-94.0% | $12,998-96.4% | $6,918-93.1% |