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 8-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 | $46,415 | $67,606-31.3% | $82,313-43.6% | $70,131-33.8% |
| Participation rate | 42.6% | 72.8%-30.1pp | 76.9%-34.3pp | 69.5%-26.9pp |
| Annual return | 13.38% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $596 | $2,987-80.1% | $3,706-83.9% | $3,332-82.1% |
| Admin fee / account holder | $2,545 | $4,512-43.6% | $5,608-54.6% | $4,645-45.2% |