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 | $35,543 | $86,929-59.1% | $102,423-65.3% | $80,856-56.0% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.6%-8.3pp |
| Annual return | 13.58% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,377 | $2,369-41.9% | $3,023-54.5% | $2,755-50.0% |
| Participant deferral / active EE | $1,757 | $4,118-57.3% | $5,053-65.2% | $4,296-59.1% |
| Admin fee / account holder | $857 | $8,049-89.4% | $9,451-90.9% | $6,918-87.6% |