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 | $46,131 | $93,571-50.7% | $135,903-66.1% | $75,163-38.6% |
| Participation rate | 42.9% | 75.2%-32.3pp | 81.9%-39.0pp | 67.2%-24.3pp |
| Annual return | 21.14% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,212 | $3,537-65.7% | $4,856-75.0% | $2,670-54.6% |
| Participant deferral / active EE | $2,153 | $6,404-66.4% | $7,758-72.2% | $4,125-47.8% |
| Admin fee / account holder | $1,129 | $6,975-83.8% | $10,762-89.5% | $5,651-80.0% |