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 | $67,096 | $123,793-45.8% | $177,821-62.3% | $79,858-16.0% |
| Participation rate | 68.0% | 84.7%-16.7pp | 87.7%-19.7pp | 69.6%-1.6pp |
| Annual return | 26.35% | 22.82%+3.5pp | 48.32%-22.0pp | 31.71%-5.4pp |
| Employer contribution / active EE | $3,809 | $4,095-7.0% | $5,918-35.6% | $2,471+54.2% |
| Participant deferral / active EE | $2,474 | $5,956-58.5% | $7,714-67.9% | $3,740-33.8% |
| Admin fee / account holder | $5,407 | $7,243-25.3% | $12,427-56.5% | $5,306+1.9% |