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 | $45,714 | $78,705-41.9% | $117,854-61.2% | $70,131-34.8% |
| Participation rate | 43.3% | 73.2%-29.9pp | 79.7%-36.4pp | 69.5%-26.2pp |
| Annual return | 18.75% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,158 | $3,297-64.9% | $4,482-74.2% | $3,332-65.2% |
| Admin fee / account holder | $1,267 | $5,065-75.0% | $8,020-84.2% | $4,645-72.7% |