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 | $94,031-36.7% | $115,768-48.6% | $82,448-27.8% |
| Participation rate | 39.3% | 70.4%-31.1pp | 74.4%-35.0pp | 68.1%-28.7pp |
| Annual return | 22.64% | 20.61%+2.0pp | 100.46%-77.8pp | 41.64%-19.0pp |
| Employer contribution / active EE | $814 | $2,323-65.0% | $2,940-72.3% | $2,551-68.1% |
| Participant deferral / active EE | $1,701 | $3,972-57.2% | $4,917-65.4% | $4,139-58.9% |
| Admin fee / account holder | $5,778 | $10,249-43.6% | $12,439-53.6% | $7,234-20.1% |