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 | $35,512 | $86,929-59.1% | $102,423-65.3% | $80,856-56.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.8pp |
| Annual return | 23.94% | 18.88%+5.1pp | 29.32%-5.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $870 | $2,369-63.3% | $3,023-71.2% | $2,755-68.4% |
| Participant deferral / active EE | $1,560 | $4,118-62.1% | $5,053-69.1% | $4,296-63.7% |
| Admin fee / account holder | $3,114 | $8,049-61.3% | $9,451-67.0% | $6,918-55.0% |