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 | $23,613 | $53,777-56.1% | $134,143-82.4% | $79,858-70.4% |
| Participation rate | 11.1% | 58.8%-47.7pp | 72.2%-61.1pp | 69.6%-58.5pp |
| Annual return | 14.80% | 19.01%-4.2pp | 36.33%-21.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $371 | $1,321-71.9% | $3,704-90.0% | $2,471-85.0% |
| Participant deferral / active EE | $365 | $2,420-84.9% | $3,499-89.6% | $3,740-90.2% |
| Admin fee / account holder | $5,151 | $3,984+29.3% | $6,684-22.9% | $5,306-2.9% |