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 | $36,919 | $87,733-57.9% | $106,548-65.3% | $85,850-57.0% |
| Participation rate | 23.6% | 71.9%-48.3pp | 76.1%-52.5pp | 69.3%-45.7pp |
| Annual return | 12.76% | 21.86%-9.1pp | 26.80%-14.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,019 | $3,469-70.6% | $4,398-76.8% | $3,952-74.2% |
| Admin fee / account holder | $2,978 | $6,767-56.0% | $7,407-59.8% | $6,260-52.4% |