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 | $42,045 | $68,719-38.8% | $91,541-54.1% | $84,808-50.4% |
| Participation rate | 18.1% | 64.5%-46.5pp | 69.8%-51.7pp | 68.3%-50.3pp |
| Annual return | 17.04% | 19.12%-2.1pp | 20.50%-3.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $506 | $1,920-73.7% | $2,505-79.8% | $2,631-80.8% |
| Participant deferral / active EE | $626 | $3,136-80.1% | $4,008-84.4% | $4,212-85.1% |
| Admin fee / account holder | $456 | $5,786-92.1% | $6,956-93.4% | $7,344-93.8% |