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 | $11,937 | $100,970-88.2% | $96,576-87.6% | $137,256-91.3% |
| Participation rate | 36.4% | 82.6%-46.2pp | 81.4%-45.1pp | 80.0%-43.6pp |
| Annual return | 16.44% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $801 | $3,809-79.0% | $3,553-77.5% | $4,156-80.7% |
| Participant deferral / active EE | $979 | $8,286-88.2% | $7,956-87.7% | $6,407-84.7% |
| Admin fee / account holder | $1,268 | $11,312-88.8% | $11,381-88.9% | $12,270-89.7% |