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 5-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 | $42,915 | $94,625-54.6% | $116,228-63.1% | $84,808-49.4% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.6%-41.2pp | 68.3%-35.0pp |
| Annual return | 13.13% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,030 | $2,347-56.1% | $2,994-65.6% | $2,631-60.9% |
| Participant deferral / active EE | $1,640 | $3,972-58.7% | $4,953-66.9% | $4,212-61.1% |
| Admin fee / account holder | $14,016 | $10,091+38.9% | $11,989+16.9% | $7,344+90.9% |