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 | $56,606 | $127,065-55.5% | $113,168-50.0% | $142,382-60.2% |
| Participation rate | 65.0% | 79.2%-14.2pp | 76.6%-11.6pp | 80.1%-15.1pp |
| Annual return | 54.52% | 24.03%+30.5pp | 24.27%+30.2pp | 217.08%-162.6pp |
| Employer contribution / active EE | $1,053 | $3,442-69.4% | $2,975-64.6% | $4,299-75.5% |
| Participant deferral / active EE | $1,631 | $5,716-71.5% | $5,107-68.1% | $6,507-74.9% |
| Admin fee / account holder | $474 | $15,736-97.0% | $12,068-96.1% | $12,624-96.2% |