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 | $62,550 | $78,976-20.8% | $100,383-37.7% | $74,546-16.1% |
| Participation rate | 26.0% | 79.5%-53.5pp | 81.5%-55.5pp | 67.2%-41.2pp |
| Annual return | 15.57% | 20.62%-5.0pp | 49.26%-33.7pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $833 | $3,019-72.4% | $3,944-78.9% | $2,624-68.3% |
| Participant deferral / active EE | $1,696 | $7,758-78.1% | $8,086-79.0% | $4,347-61.0% |
| Admin fee / account holder | $1,974 | $1,330+48.4% | $7,900-75.0% | $1,944+1.5% |