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 4-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 | $43,739 | $108,825-59.8% | $156,181-72.0% | $82,448-46.9% |
| Participation rate | 25.5% | 72.4%-46.9pp | 78.8%-53.4pp | 68.1%-42.6pp |
| Annual return | 22.18% | 20.59%+1.6pp | 64.87%-42.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,031 | $2,870-29.2% | $4,294-52.7% | $2,551-20.4% |
| Participant deferral / active EE | $1,747 | $4,577-61.8% | $6,132-71.5% | $4,139-57.8% |
| Admin fee / account holder | $6,021 | $9,341-35.5% | $14,586-58.7% | $7,234-16.8% |