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 | $51,447 | $100,970-49.0% | $96,576-46.7% | $137,256-62.5% |
| Participation rate | 46.7% | 82.6%-35.9pp | 81.4%-34.8pp | 80.0%-33.3pp |
| Annual return | 16.55% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $887 | $3,809-76.7% | $3,553-75.0% | $4,156-78.7% |
| Participant deferral / active EE | $2,066 | $8,286-75.1% | $7,956-74.0% | $6,407-67.8% |
| Admin fee / account holder | $6,464 | $11,312-42.9% | $11,381-43.2% | $12,270-47.3% |