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 | $43,337 | $81,446-46.8% | $103,374-58.1% | $80,874-46.4% |
| Participation rate | 31.7% | 66.9%-35.2pp | 74.5%-42.8pp | 67.6%-36.0pp |
| Annual return | 13.10% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $889 | $3,107-71.4% | $3,869-77.0% | $2,756-67.8% |
| Participant deferral / active EE | $1,586 | $3,870-59.0% | $5,058-68.7% | $4,297-63.1% |
| Admin fee / account holder | $1,625 | $6,715-75.8% | $8,394-80.6% | $6,935-76.6% |