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 5-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 | $51,969 | $88,634-41.4% | $101,326-48.7% | $74,304-30.1% |
| Participation rate | 19.4% | 76.9%-57.4pp | 81.5%-62.1pp | 60.3%-40.9pp |
| Annual return | 73.59% | 33.10%+40.5pp | 36.82%+36.8pp | 29.43%+44.2pp |
| Employer contribution / active EE | $889 | $2,930-69.6% | $3,665-75.7% | $2,241-60.3% |
| Participant deferral / active EE | $1,939 | $7,322-73.5% | $7,994-75.7% | $3,767-48.5% |
| Admin fee / account holder | $11,874 | $2,425+389.6% | $11,185+6.2% | $2,969+299.9% |