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 9-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 | $50,162 | $82,664-39.3% | $125,339-60.0% | $68,494-26.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | 4.55% | -5.97%+10.5pp | 572.05%-567.5pp | -7.84%+12.4pp |
| Employer contribution / active EE | $748 | $3,381-77.9% | $4,814-84.5% | $2,596-71.2% |
| Participant deferral / active EE | $1,750 | $6,110-71.4% | $7,446-76.5% | $4,027-56.5% |
| Admin fee / account holder | $683 | $6,275-89.1% | $10,010-93.2% | $5,403-87.4% |