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 | $75,971 | $117,983-35.6% | $101,794-25.4% | $142,382-46.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 12.63% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $654 | $2,773-76.4% | $2,289-71.4% | $4,299-84.8% |
| Participant deferral / active EE | $834 | $4,714-82.3% | $4,084-79.6% | $6,507-87.2% |
| Admin fee / account holder | $4,334 | $10,433-58.5% | $8,777-50.6% | $12,624-65.7% |