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 | $31,586 | $98,750-68.0% | $149,696-78.9% | $79,858-60.4% |
| Participation rate | 7.1% | 75.8%-68.6pp | 82.5%-75.3pp | 69.6%-62.5pp |
| Annual return | 20.87% | 27.43%-6.6pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $875 | $3,216-72.8% | $4,644-81.2% | $2,471-64.6% |
| Participant deferral / active EE | $1,143 | $5,680-79.9% | $6,842-83.3% | $3,740-69.4% |
| Admin fee / account holder | $1,116 | $6,053-81.6% | $9,309-88.0% | $5,306-79.0% |