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 | $43,579 | $127,065-65.7% | $113,168-61.5% | $142,382-69.4% |
| Participation rate | 47.4% | 79.2%-31.8pp | 76.6%-29.2pp | 80.1%-32.8pp |
| Annual return | 13.85% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,082 | $3,442-68.6% | $2,975-63.6% | $4,299-74.8% |
| Participant deferral / active EE | $1,577 | $5,716-72.4% | $5,107-69.1% | $6,507-75.8% |
| Admin fee / account holder | $1,967 | $15,736-87.5% | $12,068-83.7% | $12,624-84.4% |