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 8-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 | $36,221 | $93,571-61.3% | $135,903-73.3% | $75,163-51.8% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 17.32% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,154 | $3,537-67.4% | $4,856-76.2% | $2,670-56.8% |
| Participant deferral / active EE | $1,817 | $6,404-71.6% | $7,758-76.6% | $4,125-55.9% |
| Admin fee / account holder | $4,272 | $6,975-38.8% | $10,762-60.3% | $5,651-24.4% |