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 | $95,453-59.8% | $112,040-65.8% | $82,448-53.5% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.5%-24.1pp | 68.1%-15.7pp |
| Annual return | 41.17% | 23.92%+17.3pp | 24.52%+16.7pp | 41.64%-0.5pp |
| Employer contribution / active EE | $868 | $2,318-62.6% | $2,954-70.6% | $2,551-66.0% |
| Participant deferral / active EE | $1,488 | $4,224-64.8% | $5,098-70.8% | $4,139-64.1% |
| Admin fee / account holder | $1,309 | $9,013-85.5% | $12,098-89.2% | $7,234-81.9% |