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 | $39,911 | $72,277-44.8% | $101,248-60.6% | $79,858-50.0% |
| Participation rate | 12.3% | 68.5%-56.2pp | 75.8%-63.5pp | 69.6%-57.4pp |
| Annual return | 23.62% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $630 | $2,692-76.6% | $3,660-82.8% | $2,471-74.5% |
| Participant deferral / active EE | $1,087 | $3,282-66.9% | $4,370-75.1% | $3,740-70.9% |
| Admin fee / account holder | $372 | $4,400-91.5% | $5,945-93.7% | $5,306-93.0% |