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 | $26,898 | $73,933-63.6% | $96,683-72.2% | $75,163-64.2% |
| Participation rate | 53.0% | 66.4%-13.4pp | 74.3%-21.3pp | 67.2%-14.2pp |
| Annual return | 14.95% | 26.70%-11.8pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,743 | $2,928-6.3% | $3,737-26.6% | $2,670+2.8% |
| Participant deferral / active EE | $1,177 | $3,659-67.8% | $4,878-75.9% | $4,125-71.5% |
| Admin fee / account holder | $1,203 | $5,216-76.9% | $6,730-82.1% | $5,651-78.7% |