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 | $58,268 | $95,803-39.2% | $113,168-48.5% | $84,808-31.3% |
| Participation rate | 63.0% | 72.9%-9.9pp | 76.6%-13.6pp | 68.3%-5.3pp |
| Annual return | 12.34% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $892 | $2,360-62.2% | $2,975-70.0% | $2,631-66.1% |
| Participant deferral / active EE | $1,623 | $4,242-61.7% | $5,107-68.2% | $4,212-61.5% |
| Admin fee / account holder | $18,294 | $8,989+103.5% | $12,068+51.6% | $7,344+149.1% |