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 8-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 | $31,990 | $86,286-62.9% | $111,297-71.3% | $85,850-62.7% |
| Participation rate | 9.1% | 73.3%-64.2pp | 77.3%-68.2pp | 69.3%-60.2pp |
| Annual return | 23.69% | 19.99%+3.7pp | 54.65%-31.0pp | 318.53%-294.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $291 | $3,641-92.0% | $4,487-93.5% | $3,952-92.6% |
| Admin fee / account holder | $1,915 | $8,188-76.6% | $7,964-76.0% | $6,260-69.4% |