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 5-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 | $32,456 | $133,922-75.8% | $116,228-72.1% | $142,382-77.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 22.48% | 147.76%-125.3pp | 90.06%-67.6pp | 217.08%-194.6pp |
| Employer contribution / active EE | $764 | $3,446-77.8% | $2,994-74.5% | $4,299-82.2% |
| Participant deferral / active EE | $1,084 | $5,672-80.9% | $4,953-78.1% | $6,507-83.3% |
| Admin fee / account holder | $21,205 | $14,945+41.9% | $11,989+76.9% | $12,624+68.0% |