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 | $44,221 | $109,881-59.8% | $150,045-70.5% | $84,808-47.9% |
| Participation rate | 27.8% | 76.1%-48.3pp | 82.3%-54.5pp | 68.3%-40.5pp |
| Annual return | 19.82% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $851 | $3,561-76.1% | $4,693-81.9% | $2,631-67.6% |
| Participant deferral / active EE | $1,314 | $6,636-80.2% | $7,997-83.6% | $4,212-68.8% |
| Admin fee / account holder | $1,439 | $8,568-83.2% | $13,435-89.3% | $7,344-80.4% |