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 6-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 | $46,568 | $111,814-58.4% | $103,374-55.0% | $145,959-68.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.52% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,241 | $4,214-70.5% | $3,869-67.9% | $4,661-73.4% |
| Participant deferral / active EE | $1,400 | $5,618-75.1% | $5,058-72.3% | $6,689-79.1% |
| Admin fee / account holder | $586 | $9,754-94.0% | $8,394-93.0% | $13,398-95.6% |