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 | $27,568 | $85,022-67.6% | $70,515-60.9% | $139,434-80.2% |
| Participation rate | 36.4% | 73.9%-37.5pp | 68.3%-32.0pp | 80.3%-44.0pp |
| Annual return | 11.26% | 30.38%-19.1pp | 32.77%-21.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $514 | $5,890-91.3% | $4,567-88.7% | $6,710-92.3% |
| Admin fee / account holder | $6,533 | $8,906-26.6% | $6,412+1.9% | $11,403-42.7% |