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 7-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 | $50,020 | $79,944-37.4% | $98,439-49.2% | $75,163-33.5% |
| Participation rate | 16.1% | 70.4%-54.3pp | 75.2%-59.1pp | 67.2%-51.1pp |
| Annual return | 15.11% | 19.75%-4.6pp | 21.16%-6.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $821 | $2,264-63.8% | $3,048-73.1% | $2,670-69.3% |
| Participant deferral / active EE | $1,160 | $3,752-69.1% | $4,738-75.5% | $4,125-71.9% |
| Admin fee / account holder | $7,849 | $6,840+14.7% | $8,948-12.3% | $5,651+38.9% |