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 9-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 | $70,776 | $106,584-33.6% | $101,326-30.1% | $142,382-50.3% |
| Participation rate | 41.2% | 82.7%-41.5pp | 81.5%-40.3pp | 80.1%-38.9pp |
| Annual return | 19.13% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,127 | $3,956-71.5% | $3,665-69.3% | $4,299-73.8% |
| Participant deferral / active EE | $2,085 | $8,297-74.9% | $7,994-73.9% | $6,507-68.0% |
| Admin fee / account holder | $3,001 | $11,446-73.8% | $11,185-73.2% | $12,624-76.2% |