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 9-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 | $90,053 | $109,881-18.0% | $150,045-40.0% | $84,808+6.2% |
| Participation rate | 44.0% | 76.1%-32.1pp | 82.3%-38.3pp | 68.3%-24.3pp |
| Annual return | 14.64% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $865 | $3,561-75.7% | $4,693-81.6% | $2,631-67.1% |
| Participant deferral / active EE | $2,426 | $6,636-63.4% | $7,997-69.7% | $4,212-42.4% |
| Admin fee / account holder | $848 | $8,568-90.1% | $13,435-93.7% | $7,344-88.5% |