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 | $70,776 | $100,970-29.9% | $96,576-26.7% | $137,256-48.4% |
| Participation rate | 41.2% | 82.6%-41.4pp | 81.4%-40.3pp | 80.0%-38.8pp |
| Annual return | 19.13% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,127 | $3,809-70.4% | $3,553-68.3% | $4,156-72.9% |
| Participant deferral / active EE | $2,085 | $8,286-74.8% | $7,956-73.8% | $6,407-67.5% |
| Admin fee / account holder | $3,001 | $11,312-73.5% | $11,381-73.6% | $12,270-75.5% |