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 | $59,498 | $94,625-37.1% | $116,228-48.8% | $84,808-29.8% |
| Participation rate | 39.3% | 70.4%-31.1pp | 74.6%-35.2pp | 68.3%-29.0pp |
| Annual return | 22.64% | 20.40%+2.2pp | 90.06%-67.4pp | 40.90%-18.3pp |
| Employer contribution / active EE | $814 | $2,347-65.3% | $2,994-72.8% | $2,631-69.1% |
| Participant deferral / active EE | $1,701 | $3,972-57.2% | $4,953-65.7% | $4,212-59.6% |
| Admin fee / account holder | $5,778 | $10,091-42.7% | $11,989-51.8% | $7,344-21.3% |