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 8-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 | $41,335 | $76,367-45.9% | $93,606-55.8% | $72,985-43.4% |
| Participation rate | 52.9% | 71.7%-18.9pp | 75.8%-23.0pp | 69.5%-16.6pp |
| Annual return | 28.12% | 25.82%+2.3pp | 32.76%-4.6pp | 81.00%-52.9pp |
| Employer contribution / active EE | $491 | $2,275-78.4% | $2,718-81.9% | $2,440-79.9% |
| Participant deferral / active EE | $1,293 | $3,538-63.5% | $4,069-68.2% | $3,607-64.2% |
| Admin fee / account holder | $2,845 | $6,838-58.4% | $7,888-63.9% | $5,124-44.5% |