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 | $56,586 | $81,460-30.5% | $103,333-45.2% | $80,856-30.0% |
| Participation rate | 21.9% | 66.8%-44.9pp | 74.5%-52.6pp | 67.6%-45.7pp |
| Annual return | 18.25% | 25.55%-7.3pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $870 | $3,105-72.0% | $3,868-77.5% | $2,755-68.4% |
| Participant deferral / active EE | $1,451 | $3,869-62.5% | $5,057-71.3% | $4,296-66.2% |
| Admin fee / account holder | $3,023 | $6,566-54.0% | $8,355-63.8% | $6,918-56.3% |