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 4-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 | $43,360 | $109,881-60.5% | $150,045-71.1% | $84,808-48.9% |
| Participation rate | 23.7% | 76.1%-52.4pp | 82.3%-58.6pp | 68.3%-44.6pp |
| Annual return | 19.08% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $903 | $3,561-74.6% | $4,693-80.7% | $2,631-65.7% |
| Participant deferral / active EE | $1,848 | $6,636-72.2% | $7,997-76.9% | $4,212-56.1% |
| Admin fee / account holder | $2,212 | $8,568-74.2% | $13,435-83.5% | $7,344-69.9% |