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 | $35,062 | $103,966-66.3% | $112,887-68.9% | $75,163-53.4% |
| Participation rate | 69.4% | 75.7%-6.2pp | 80.5%-11.1pp | 67.2%+2.3pp |
| Annual return | 13.93% | 24.54%-10.6pp | 34.10%-20.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,837 | $3,870-26.7% | $4,563-37.8% | $2,670+6.3% |
| Participant deferral / active EE | $1,798 | $5,456-67.0% | $6,513-72.4% | $4,125-56.4% |
| Admin fee / account holder | $1,648 | $7,663-78.5% | $7,047-76.6% | $5,651-70.8% |