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 | $36,238 | $135,952-73.3% | $123,892-70.8% | $273,961-86.8% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 8.74% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $937 | $5,170-81.9% | $4,617-79.7% | $4,869-80.8% |
| Participant deferral / active EE | $1,620 | $6,343-74.5% | $5,984-72.9% | $5,287-69.4% |
| Admin fee / account holder | $2,052 | $9,817-79.1% | $8,357-75.4% | $10,132-79.7% |