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 7-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 | $33,314 | $117,841-71.7% | $102,423-67.5% | $145,922-77.2% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 10.79% | 31.65%-20.9pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,393 | $3,615-61.5% | $3,023-53.9% | $4,660-70.1% |
| Participant deferral / active EE | $1,650 | $5,731-71.2% | $5,053-67.3% | $6,688-75.3% |
| Admin fee / account holder | $1,048 | $13,326-92.1% | $9,451-88.9% | $13,397-92.2% |