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 | $31,853 | $81,460-60.9% | $103,333-69.2% | $80,856-60.6% |
| Participation rate | 30.0% | 66.8%-36.8pp | 74.5%-44.5pp | 67.6%-37.6pp |
| Annual return | 25.93% | 25.55%+0.4pp | 24.88%+1.1pp | 35.59%-9.7pp |
| Employer contribution / active EE | $1,325 | $3,105-57.3% | $3,868-65.7% | $2,755-51.9% |
| Participant deferral / active EE | $1,432 | $3,869-63.0% | $5,057-71.7% | $4,296-66.7% |
| Admin fee / account holder | $10,625 | $6,566+61.8% | $8,355+27.2% | $6,918+53.6% |