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 5-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 | $52,609 | $91,538-42.5% | $129,995-59.5% | $75,163-30.0% |
| Participation rate | 36.0% | 71.4%-35.4pp | 78.5%-42.5pp | 67.2%-31.2pp |
| Annual return | 21.68% | -631.11%+652.8pp | -137.18%+158.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $844 | $2,845-70.3% | $4,320-80.5% | $2,670-68.4% |
| Participant deferral / active EE | $1,718 | $4,341-60.4% | $5,820-70.5% | $4,125-58.4% |
| Admin fee / account holder | $625 | $6,790-90.8% | $10,614-94.1% | $5,651-88.9% |