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 | $22,785 | $72,012-68.4% | $185,823-87.7% | $79,858-71.5% |
| Participation rate | 27.8% | 65.8%-38.0pp | 78.0%-50.3pp | 69.6%-41.9pp |
| Annual return | 15.18% | 23.12%-7.9pp | 35.95%-20.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $758 | $1,965-61.4% | $4,087-81.4% | $2,471-69.3% |
| Participant deferral / active EE | $1,219 | $3,779-67.7% | $5,632-78.4% | $3,740-67.4% |
| Admin fee / account holder | $2,564 | $4,513-43.2% | $9,500-73.0% | $5,306-51.7% |