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 | $26,674 | $112,096-76.2% | $95,952-72.2% | $158,922-83.2% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 6.62% | 171.09%-164.5pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $761 | $3,198-76.2% | $2,541-70.0% | $4,761-84.0% |
| Participant deferral / active EE | $1,355 | $4,784-71.7% | $4,167-67.5% | $5,982-77.3% |
| Admin fee / account holder | $2,390 | $10,130-76.4% | $6,795-64.8% | $11,246-78.7% |