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 9-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 | $68,704 | $99,877-31.2% | $84,966-19.1% | $145,922-52.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 19.10% | 83.76%-64.7pp | 66.38%-47.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $445 | $3,231-86.2% | $2,727-83.7% | $4,660-90.4% |
| Participant deferral / active EE | $891 | $5,291-83.2% | $4,519-80.3% | $6,688-86.7% |
| Admin fee / account holder | $4,363 | $7,248-39.8% | $6,149-29.0% | $13,397-67.4% |