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 6-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 | $35,358 | $117,841-70.0% | $102,423-65.5% | $145,922-75.8% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 13.54% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,152 | $3,615-68.1% | $3,023-61.9% | $4,660-75.3% |
| Participant deferral / active EE | $1,628 | $5,731-71.6% | $5,053-67.8% | $6,688-75.6% |
| Admin fee / account holder | $5,234 | $13,326-60.7% | $9,451-44.6% | $13,397-60.9% |