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 | $17,096 | $77,634-78.0% | $156,549-89.1% | $62,891-72.8% |
| Participation rate | 43.1% | 71.2%-28.1pp | 84.0%-40.9pp | 69.3%-26.2pp |
| Annual return | 8.13% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $477 | $3,444-86.1% | $5,501-91.3% | $2,281-79.1% |
| Participant deferral / active EE | $515 | $3,045-83.1% | $4,871-89.4% | $3,203-83.9% |
| Admin fee / account holder | $1,263 | $5,561-77.3% | $13,027-90.3% | $4,296-70.6% |