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 | $49,249 | $80,968-39.2% | $96,544-49.0% | $75,163-34.5% |
| Participation rate | 21.1% | 71.8%-50.7pp | 76.0%-54.9pp | 67.2%-46.1pp |
| Annual return | 26.53% | 27.06%-0.5pp | 25.84%+0.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $707 | $2,282-69.0% | $2,965-76.2% | $2,670-73.5% |
| Participant deferral / active EE | $1,585 | $3,928-59.7% | $4,851-67.3% | $4,125-61.6% |
| Admin fee / account holder | $1,519 | $6,724-77.4% | $8,252-81.6% | $5,651-73.1% |