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 9-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 | $101,988 | $159,602-36.1% | $150,045-32.0% | $142,382-28.4% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.3%-60.1pp | 80.1%-57.9pp |
| Annual return | 17.47% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $949 | $4,961-80.9% | $4,693-79.8% | $4,299-77.9% |
| Participant deferral / active EE | $2,339 | $8,310-71.8% | $7,997-70.7% | $6,507-64.1% |
| Admin fee / account holder | $956 | $14,846-93.6% | $13,435-92.9% | $12,624-92.4% |