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 | $87,506 | $37,426+133.8% | $77,482+12.9% | $79,858+9.6% |
| Participation rate | 19.6% | 41.5%-21.9pp | 54.2%-34.6pp | 69.6%-50.0pp |
| Annual return | 14.01% | 39.70%-25.7pp | 54.79%-40.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $374 | $637-41.3% | $986-62.1% | $2,471-84.9% |
| Participant deferral / active EE | $295 | $1,260-76.6% | $1,861-84.1% | $3,740-92.1% |
| Admin fee / account holder | $16,250 | $2,504+549.0% | $2,858+468.6% | $5,306+206.2% |