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 | $102,884 | $106,584-3.5% | $101,326+1.5% | $142,382-27.7% |
| Participation rate | 10.0% | 82.7%-72.7pp | 81.5%-71.5pp | 80.1%-70.1pp |
| Annual return | 18.68% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $159 | $3,956-96.0% | $3,665-95.7% | $4,299-96.3% |
| Participant deferral / active EE | $980 | $8,297-88.2% | $7,994-87.7% | $6,507-84.9% |
| Admin fee / account holder | $558 | $11,446-95.1% | $11,185-95.0% | $12,624-95.6% |