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 | $40,358 | $98,750-59.1% | $149,696-73.0% | $79,858-49.5% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.5%-40.7pp | 69.6%-27.9pp |
| Annual return | 14.76% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,356 | $3,216-57.9% | $4,644-70.8% | $2,471-45.1% |
| Participant deferral / active EE | $1,391 | $5,680-75.5% | $6,842-79.7% | $3,740-62.8% |
| Admin fee / account holder | $584 | $6,053-90.3% | $9,309-93.7% | $5,306-89.0% |