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 | $53,942 | $101,317-46.8% | $146,958-63.3% | $74,495-27.6% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 18.96% | 8730.91%-8712.0pp | 418.34%-399.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,508 | $3,810-60.4% | $4,933-69.4% | $2,623-42.5% |
| Participant deferral / active EE | $2,688 | $7,303-63.2% | $8,070-66.7% | $4,346-38.2% |
| Admin fee / account holder | $574 | $1,739-67.0% | $12,998-95.6% | $1,942-70.4% |