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 | $51,447 | $106,584-51.7% | $101,326-49.2% | $142,382-63.9% |
| Participation rate | 46.7% | 82.7%-36.0pp | 81.5%-34.8pp | 80.1%-33.5pp |
| Annual return | 16.55% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $887 | $3,956-77.6% | $3,665-75.8% | $4,299-79.4% |
| Participant deferral / active EE | $2,066 | $8,297-75.1% | $7,994-74.2% | $6,507-68.2% |
| Admin fee / account holder | $6,464 | $11,446-43.5% | $11,185-42.2% | $12,624-48.8% |