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 | $38,084 | $109,881-65.3% | $150,045-74.6% | $84,808-55.1% |
| Participation rate | 40.8% | 76.1%-35.3pp | 82.3%-41.5pp | 68.3%-27.5pp |
| Annual return | 18.60% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,376 | $3,561-61.4% | $4,693-70.7% | $2,631-47.7% |
| Participant deferral / active EE | $2,229 | $6,636-66.4% | $7,997-72.1% | $4,212-47.1% |
| Admin fee / account holder | $2,715 | $8,568-68.3% | $13,435-79.8% | $7,344-63.0% |