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 | $41,322 | $95,803-56.9% | $113,168-63.5% | $84,808-51.3% |
| Participation rate | 58.7% | 72.9%-14.2pp | 76.6%-17.9pp | 68.3%-9.6pp |
| Annual return | 14.44% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $706 | $2,360-70.1% | $2,975-76.3% | $2,631-73.2% |
| Participant deferral / active EE | $1,929 | $4,242-54.5% | $5,107-62.2% | $4,212-54.2% |
| Admin fee / account holder | $5,277 | $8,989-41.3% | $12,068-56.3% | $7,344-28.1% |