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 | $70,291 | $124,281-43.4% | $109,143-35.6% | $167,490-58.0% |
| Participation rate | 20.8% | 79.4%-58.6pp | 75.9%-55.0pp | 82.1%-61.3pp |
| Annual return | 14.36% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $946 | $4,207-77.5% | $3,722-74.6% | $4,837-80.4% |
| Participant deferral / active EE | $562 | $5,255-89.3% | $4,653-87.9% | $6,341-91.1% |
| Admin fee / account holder | $1,135 | $7,970-85.8% | $6,752-83.2% | $12,309-90.8% |