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 8-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 | $55,513 | $88,672-37.4% | $105,223-47.2% | $82,448-32.7% |
| Participation rate | 35.6% | 67.9%-32.4pp | 75.0%-39.5pp | 68.1%-32.5pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $802 | $3,048-73.7% | $3,689-78.3% | $2,551-68.6% |
| Participant deferral / active EE | $1,557 | $4,036-61.4% | $5,072-69.3% | $4,139-62.4% |
| Admin fee / account holder | $7,120 | $7,146-0.4% | $8,859-19.6% | $7,234-1.6% |