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 | $79,735 | $138,347-42.4% | $184,203-56.7% | $80,856-1.4% |
| Participation rate | 64.4% | 83.9%-19.4pp | 86.8%-22.4pp | 67.6%-3.2pp |
| Annual return | 33.63% | 20.02%+13.6pp | 28.81%+4.8pp | 35.59%-2.0pp |
| Employer contribution / active EE | $1,605 | $4,850-66.9% | $6,427-75.0% | $2,755-41.7% |
| Participant deferral / active EE | $2,816 | $7,071-60.2% | $9,131-69.2% | $4,296-34.4% |
| Admin fee / account holder | $1,423 | $10,483-86.4% | $13,901-89.8% | $6,918-79.4% |