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 6-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 | $86,278 | $72,012+19.8% | $185,823-53.6% | $79,858+8.0% |
| Participation rate | 19.0% | 65.8%-46.7pp | 78.0%-59.0pp | 69.6%-50.6pp |
| Annual return | 16.19% | 23.12%-6.9pp | 35.95%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $626 | $1,965-68.1% | $4,087-84.7% | $2,471-74.7% |
| Participant deferral / active EE | $835 | $3,779-77.9% | $5,632-85.2% | $3,740-77.7% |
| Admin fee / account holder | $4,545 | $4,513+0.7% | $9,500-52.2% | $5,306-14.4% |