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 7-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 | $51,340 | $106,749-51.9% | $145,433-64.7% | $82,448-37.7% |
| Participation rate | 12.5% | 75.6%-63.1pp | 82.1%-69.6pp | 68.1%-55.6pp |
| Annual return | 20.62% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,523 | $6,519-76.6% | $7,897-80.7% | $4,139-63.2% |
| Admin fee / account holder | $1,473 | $8,390-82.4% | $13,129-88.8% | $7,234-79.6% |