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 9-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 | $65,725 | $99,985-34.3% | $146,665-55.2% | $85,850-23.4% |
| Participation rate | 24.7% | 73.1%-48.4pp | 80.1%-55.4pp | 69.3%-44.6pp |
| Annual return | 16.25% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $705 | $2,559-72.4% | $4,136-82.9% | $2,565-72.5% |
| Participant deferral / active EE | $1,585 | $4,006-60.4% | $5,506-71.2% | $3,952-59.9% |
| Admin fee / account holder | $1,800 | $7,702-76.6% | $10,280-82.5% | $6,260-71.2% |