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 | $58,944 | $91,407-35.5% | $135,903-56.6% | $71,457-17.5% |
| Participation rate | 26.1% | 75.7%-49.6pp | 81.9%-55.9pp | 67.9%-41.9pp |
| Annual return | 21.99% | 29.90%-7.9pp | 68.23%-46.2pp | 28.85%-6.9pp |
| Employer contribution / active EE | $1,208 | $3,703-67.4% | $4,856-75.1% | $2,588-53.3% |
| Participant deferral / active EE | $2,324 | $7,092-67.2% | $7,758-70.0% | $4,289-45.8% |
| Admin fee / account holder | $1,044 | $1,266-17.5% | $10,762-90.3% | $1,587-34.2% |