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 | $64,305 | $76,670-16.1% | $96,683-33.5% | $71,457-10.0% |
| Participation rate | 28.3% | 66.6%-38.3pp | 74.3%-46.1pp | 67.9%-39.7pp |
| Annual return | 18.15% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,092 | $3,771-71.0% | $4,878-77.6% | $4,289-74.5% |
| Admin fee / account holder | $1,597 | $2,028-21.3% | $6,730-76.3% | $1,587+0.6% |