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 | $65,292 | $80,968-19.4% | $96,544-32.4% | $75,163-13.1% |
| Participation rate | 13.5% | 71.8%-58.3pp | 76.0%-62.5pp | 67.2%-53.7pp |
| Annual return | 13.45% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $648 | $2,282-71.6% | $2,965-78.1% | $2,670-75.7% |
| Participant deferral / active EE | $554 | $3,928-85.9% | $4,851-88.6% | $4,125-86.6% |
| Admin fee / account holder | $7,083 | $6,724+5.3% | $8,252-14.2% | $5,651+25.3% |