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 | $39,245 | $71,516-45.1% | $98,439-60.1% | $71,457-45.1% |
| Participation rate | 14.4% | 72.7%-58.3pp | 75.2%-60.8pp | 67.9%-53.5pp |
| Annual return | 15.40% | 32.41%-17.0pp | 21.16%-5.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $631 | $4,109-84.6% | $4,738-86.7% | $4,289-85.3% |
| Admin fee / account holder | $1,207 | $1,675-28.0% | $8,948-86.5% | $1,587-24.0% |