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 7-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 | $36,314 | $95,803-62.1% | $113,168-67.9% | $84,808-57.2% |
| Participation rate | 39.8% | 72.9%-33.1pp | 76.6%-36.8pp | 68.3%-28.6pp |
| Annual return | 13.95% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,116 | $2,360-52.7% | $2,975-62.5% | $2,631-57.6% |
| Participant deferral / active EE | $1,947 | $4,242-54.1% | $5,107-61.9% | $4,212-53.8% |
| Admin fee / account holder | $14,678 | $8,989+63.3% | $12,068+21.6% | $7,344+99.9% |