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 | $106,759 | $148,978-28.3% | $200,582-46.8% | $84,808+25.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 86.9%-36.9pp | 68.3%-18.3pp |
| Annual return | 15.65% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,788 | $4,815-62.9% | $6,419-72.1% | $2,631-32.0% |
| Participant deferral / active EE | $2,371 | $7,142-66.8% | $9,331-74.6% | $4,212-43.7% |
| Admin fee / account holder | $10,239 | $13,977-26.7% | $16,305-37.2% | $7,344+39.4% |