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 7-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 | $40,846 | $73,933-44.8% | $96,683-57.8% | $75,163-45.7% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.0pp |
| Annual return | 21.05% | 26.70%-5.7pp | 35.69%-14.6pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,143 | $2,928-61.0% | $3,737-69.4% | $2,670-57.2% |
| Participant deferral / active EE | $1,414 | $3,659-61.4% | $4,878-71.0% | $4,125-65.7% |
| Admin fee / account holder | $350 | $5,216-93.3% | $6,730-94.8% | $5,651-93.8% |