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 | $109,881-53.3% | $150,045-65.8% | $84,808-39.5% |
| Participation rate | 12.5% | 76.1%-63.6pp | 82.3%-69.8pp | 68.3%-55.8pp |
| Annual return | 20.62% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,523 | $6,636-77.0% | $7,997-81.0% | $4,212-63.8% |
| Admin fee / account holder | $1,473 | $8,568-82.8% | $13,435-89.0% | $7,344-79.9% |