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 | $42,968 | $78,520-45.3% | $96,576-55.5% | $82,448-47.9% |
| Participation rate | 31.8% | 77.7%-45.9pp | 81.4%-49.6pp | 68.1%-36.2pp |
| Annual return | 19.27% | 41.30%-22.0pp | 38.47%-19.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,079 | $2,630-59.0% | $3,553-69.6% | $2,551-57.7% |
| Participant deferral / active EE | $1,706 | $6,754-74.7% | $7,956-78.6% | $4,139-58.8% |
| Admin fee / account holder | $3,068 | $13,455-77.2% | $11,381-73.0% | $7,234-57.6% |