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 | $34,400 | $70,669-51.3% | $169,368-79.7% | $75,163-54.2% |
| Participation rate | 21.2% | 64.8%-43.6pp | 77.1%-55.9pp | 67.2%-46.0pp |
| Annual return | 15.65% | 36.36%-20.7pp | 405.60%-390.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $558 | $4,311-87.0% | $6,221-91.0% | $4,125-86.5% |
| Admin fee / account holder | $4,499 | $5,402-16.7% | $9,003-50.0% | $5,651-20.4% |