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 | $56,651 | $73,933-23.4% | $96,683-41.4% | $75,163-24.6% |
| Participation rate | 54.3% | 66.4%-12.1pp | 74.3%-20.1pp | 67.2%-12.9pp |
| Annual return | 24.16% | 26.70%-2.5pp | 35.69%-11.5pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,183 | $2,928-59.6% | $3,737-68.3% | $2,670-55.7% |
| Participant deferral / active EE | $1,409 | $3,659-61.5% | $4,878-71.1% | $4,125-65.8% |
| Admin fee / account holder | $600 | $5,216-88.5% | $6,730-91.1% | $5,651-89.4% |