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 | $60,346 | $103,949-41.9% | $69,182-12.8% | $273,961-78.0% |
| Participation rate | 52.4% | 67.4%-15.0pp | 55.1%-2.7pp | 83.0%-30.6pp |
| Annual return | 5.84% | 35.28%-29.4pp | -21.93%+27.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $952 | $1,783-46.6% | $1,206-21.0% | $4,869-80.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,330 | $3,671-63.8% | $2,697-50.7% | $10,132-86.9% |