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 9-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 | $40,112 | $78,672-49.0% | $109,143-63.2% | $85,850-53.3% |
| Participation rate | 29.4% | 68.3%-38.9pp | 75.9%-46.5pp | 69.3%-39.9pp |
| Annual return | 16.23% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $968 | $2,735-64.6% | $3,722-74.0% | $2,565-62.3% |
| Participant deferral / active EE | $1,406 | $3,467-59.5% | $4,653-69.8% | $3,952-64.4% |
| Admin fee / account holder | $3,418 | $5,469-37.5% | $6,752-49.4% | $6,260-45.4% |