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 | $48,949 | $153,772-68.2% | $133,980-63.5% | $273,961-82.1% |
| Participation rate | 22.2% | 88.4%-66.1pp | 87.1%-64.8pp | 83.0%-60.8pp |
| Annual return | 11.23% | 36.51%-25.3pp | 29.30%-18.1pp | 41.45%-30.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,095 | $6,958-84.3% | $6,282-82.6% | $5,287-79.3% |
| Admin fee / account holder | $608 | $11,765-94.8% | $9,324-93.5% | $10,132-94.0% |