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 | $53,267 | $109,881-51.5% | $150,045-64.5% | $84,808-37.2% |
| Participation rate | 44.0% | 76.1%-32.1pp | 82.3%-38.3pp | 68.3%-24.3pp |
| Annual return | 19.86% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,039 | $3,561-70.8% | $4,693-77.9% | $2,631-60.5% |
| Participant deferral / active EE | $2,498 | $6,636-62.4% | $7,997-68.8% | $4,212-40.7% |
| Admin fee / account holder | $5,467 | $8,568-36.2% | $13,435-59.3% | $7,344-25.6% |