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 | $42,885 | $95,453-55.1% | $112,040-61.7% | $82,448-48.0% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.5%-53.4pp | 68.1%-45.0pp |
| Annual return | 21.60% | 23.92%-2.3pp | 24.52%-2.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $770 | $2,318-66.8% | $2,954-73.9% | $2,551-69.8% |
| Participant deferral / active EE | $1,719 | $4,224-59.3% | $5,098-66.3% | $4,139-58.5% |
| Admin fee / account holder | $3,114 | $9,013-65.4% | $12,098-74.3% | $7,234-57.0% |