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 | $64,104 | $80,673-20.5% | $101,326-36.7% | $84,808-24.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 81.5%-21.5pp | 68.3%-8.3pp |
| Annual return | 15.67% | 38.95%-23.3pp | 36.82%-21.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $205 | $2,698-92.4% | $3,665-94.4% | $2,631-92.2% |
| Participant deferral / active EE | $1,889 | $6,840-72.4% | $7,994-76.4% | $4,212-55.1% |
| Admin fee / account holder | $2,991 | $12,784-76.6% | $11,185-73.3% | $7,344-59.3% |