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 | $27,750 | $148,534-81.3% | $135,903-79.6% | $139,434-80.1% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.7pp | 80.3%-26.2pp |
| Annual return | 20.22% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,509 | $5,243-71.2% | $4,856-68.9% | $4,751-68.2% |
| Participant deferral / active EE | $1,220 | $8,100-84.9% | $7,758-84.3% | $6,710-81.8% |
| Admin fee / account holder | $1,964 | $12,400-84.2% | $10,762-81.8% | $11,403-82.8% |