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 | $40,384 | $56,897-29.0% | $84,750-52.3% | $62,891-35.8% |
| Participation rate | 35.7% | 68.5%-32.8pp | 76.6%-40.9pp | 69.3%-33.6pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $634 | $2,709-76.6% | $3,712-82.9% | $3,203-80.2% |
| Admin fee / account holder | $2,718 | $3,581-24.1% | $5,332-49.0% | $4,296-36.7% |