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 | $29,512 | $78,672-62.5% | $109,143-73.0% | $85,850-65.6% |
| Participation rate | 27.9% | 68.3%-40.3pp | 75.9%-47.9pp | 69.3%-41.4pp |
| Annual return | 16.07% | 25.09%-9.0pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $843 | $2,735-69.2% | $3,722-77.4% | $2,565-67.2% |
| Participant deferral / active EE | $1,392 | $3,467-59.8% | $4,653-70.1% | $3,952-64.8% |
| Admin fee / account holder | $1,927 | $5,469-64.8% | $6,752-71.5% | $6,260-69.2% |