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 | $24,709 | $93,571-73.6% | $135,903-81.8% | $75,163-67.1% |
| Participation rate | 55.7% | 75.2%-19.4pp | 81.9%-26.2pp | 67.2%-11.5pp |
| Annual return | 24.01% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $802 | $3,537-77.3% | $4,856-83.5% | $2,670-70.0% |
| Participant deferral / active EE | $2,335 | $6,404-63.5% | $7,758-69.9% | $4,125-43.4% |
| Admin fee / account holder | $308 | $6,975-95.6% | $10,762-97.1% | $5,651-94.5% |