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 | $44,647 | $24,730+80.5% | $66,042-32.4% | $84,808-47.4% |
| Participation rate | 20.8% | 68.1%-47.3pp | 67.5%-46.8pp | 68.3%-47.6pp |
| Annual return | 16.95% | 79.55%-62.6pp | 52.11%-35.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $291 | $857-66.0% | $1,579-81.6% | $2,631-88.9% |
| Participant deferral / active EE | $494 | $1,737-71.6% | $2,835-82.6% | $4,212-88.3% |
| Admin fee / account holder | $2,263 | $3,014-24.9% | $5,747-60.6% | $7,344-69.2% |