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 | $38,354 | $95,803-60.0% | $113,168-66.1% | $84,808-54.8% |
| Participation rate | 52.4% | 72.9%-20.5pp | 76.6%-24.2pp | 68.3%-15.9pp |
| Annual return | 41.17% | 25.00%+16.2pp | 24.27%+16.9pp | 40.90%+0.3pp |
| Employer contribution / active EE | $868 | $2,360-63.2% | $2,975-70.8% | $2,631-67.0% |
| Participant deferral / active EE | $1,488 | $4,242-64.9% | $5,107-70.9% | $4,212-64.7% |
| Admin fee / account holder | $1,309 | $8,989-85.4% | $12,068-89.2% | $7,344-82.2% |