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 7-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 | $24,291 | $80,673-69.9% | $101,326-76.0% | $84,808-71.4% |
| Participation rate | 33.8% | 77.8%-43.9pp | 81.5%-47.7pp | 68.3%-34.5pp |
| Annual return | 23.24% | 38.95%-15.7pp | 36.82%-13.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,454 | $6,840-64.1% | $7,994-69.3% | $4,212-41.7% |
| Admin fee / account holder | $6,454 | $12,784-49.5% | $11,185-42.3% | $7,344-12.1% |