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 | $50,989 | $114,381-55.4% | $107,525-52.6% | $142,382-64.2% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.1%-17.2pp | 80.1%-22.2pp |
| Annual return | 16.47% | 242.71%-226.2pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $966 | $4,015-75.9% | $3,754-74.3% | $4,299-77.5% |
| Participant deferral / active EE | $1,492 | $5,564-73.2% | $5,116-70.8% | $6,507-77.1% |
| Admin fee / account holder | $1,648 | $9,860-83.3% | $8,919-81.5% | $12,624-86.9% |