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 | $63,710 | $108,825-41.5% | $156,181-59.2% | $82,448-22.7% |
| Participation rate | 30.8% | 72.4%-41.6pp | 78.8%-48.1pp | 68.1%-37.3pp |
| Annual return | 20.21% | 20.59%-0.4pp | 64.87%-44.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $804 | $2,870-72.0% | $4,294-81.3% | $2,551-68.5% |
| Participant deferral / active EE | $1,977 | $4,577-56.8% | $6,132-67.8% | $4,139-52.2% |
| Admin fee / account holder | $2,162 | $9,341-76.9% | $14,586-85.2% | $7,234-70.1% |