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 | $39,442 | $95,803-58.8% | $113,168-65.1% | $84,808-53.5% |
| Participation rate | 48.9% | 72.9%-23.9pp | 76.6%-27.6pp | 68.3%-19.4pp |
| Annual return | 18.44% | 25.00%-6.6pp | 24.27%-5.8pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,365 | $2,360-42.2% | $2,975-54.1% | $2,631-48.1% |
| Participant deferral / active EE | $1,865 | $4,242-56.0% | $5,107-63.5% | $4,212-55.7% |
| Admin fee / account holder | $3,437 | $8,989-61.8% | $12,068-71.5% | $7,344-53.2% |