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 | $109,446 | $109,881-0.4% | $150,045-27.1% | $84,808+29.1% |
| Participation rate | 22.2% | 76.1%-53.9pp | 82.3%-60.1pp | 68.3%-46.1pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,177 | $3,561-66.9% | $4,693-74.9% | $2,631-55.3% |
| Participant deferral / active EE | $2,508 | $6,636-62.2% | $7,997-68.6% | $4,212-40.5% |
| Admin fee / account holder | $4,674 | $8,568-45.4% | $13,435-65.2% | $7,344-36.4% |