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 | $25,448 | $89,753-71.6% | $107,525-76.3% | $84,808-70.0% |
| Participation rate | 35.0% | 68.1%-33.1pp | 75.1%-40.1pp | 68.3%-33.3pp |
| Annual return | 16.44% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,001 | $3,113-67.9% | $3,754-73.3% | $2,631-62.0% |
| Participant deferral / active EE | $1,141 | $4,056-71.9% | $5,116-77.7% | $4,212-72.9% |
| Admin fee / account holder | $2,768 | $7,222-61.7% | $8,919-69.0% | $7,344-62.3% |