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 | $25,291 | $106,515-76.3% | $96,683-73.8% | $139,434-81.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 11.82% | 38.43%-26.6pp | 35.69%-23.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,224 | $4,103-70.2% | $3,737-67.2% | $4,751-74.2% |
| Participant deferral / active EE | $1,224 | $5,454-77.6% | $4,878-74.9% | $6,710-81.8% |
| Admin fee / account holder | $16,249 | $7,877+106.3% | $6,730+141.5% | $11,403+42.5% |