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 | $25,965 | $76,407-66.0% | $150,298-82.7% | $82,448-68.5% |
| Participation rate | 25.5% | 66.4%-40.9pp | 77.8%-52.2pp | 68.1%-42.6pp |
| Annual return | 16.99% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $343 | $2,614-86.9% | $4,154-91.7% | $2,551-86.6% |
| Participant deferral / active EE | $519 | $3,214-83.8% | $5,453-90.5% | $4,139-87.5% |
| Admin fee / account holder | $4,677 | $6,352-26.4% | $14,116-66.9% | $7,234-35.4% |