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 | $39,885 | $86,929-54.1% | $102,423-61.1% | $80,856-50.7% |
| Participation rate | 25.4% | 72.4%-47.0pp | 76.5%-51.1pp | 67.6%-42.3pp |
| Annual return | 16.26% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,084 | $2,369-54.2% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $1,817 | $4,118-55.9% | $5,053-64.0% | $4,296-57.7% |
| Admin fee / account holder | $3,311 | $8,049-58.9% | $9,451-65.0% | $6,918-52.1% |