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 | $27,940 | $80,717-65.4% | $154,803-82.0% | $84,808-67.1% |
| Participation rate | 26.5% | 66.8%-40.3pp | 78.1%-51.6pp | 68.3%-41.8pp |
| Annual return | 15.01% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $378 | $2,761-86.3% | $4,305-91.2% | $2,631-85.6% |
| Participant deferral / active EE | $395 | $3,303-88.0% | $5,540-92.9% | $4,212-90.6% |
| Admin fee / account holder | $915 | $6,746-86.4% | $14,329-93.6% | $7,344-87.5% |