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 | $25,772 | $76,670-66.4% | $96,683-73.3% | $71,457-63.9% |
| Participation rate | 29.6% | 66.6%-37.0pp | 74.3%-44.7pp | 67.9%-38.3pp |
| Annual return | 17.00% | 48.29%-31.3pp | 35.69%-18.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $822 | $3,031-72.9% | $3,737-78.0% | $2,588-68.2% |
| Participant deferral / active EE | $1,249 | $3,771-66.9% | $4,878-74.4% | $4,289-70.9% |
| Admin fee / account holder | $1,370 | $2,028-32.4% | $6,730-79.6% | $1,587-13.7% |