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 | $12,666 | $43,327-70.8% | $59,878-78.8% | $64,186-80.3% |
| Participation rate | 67.6% | 69.2%-1.6pp | 74.7%-7.1pp | 69.6%-2.0pp |
| Annual return | 5.34% | -1.55%+6.9pp | 3.46%+1.9pp | 7.63%-2.3pp |
| Employer contribution / active EE | $525 | $2,028-74.1% | $2,722-80.7% | $2,381-77.9% |
| Participant deferral / active EE | $139 | $2,546-94.5% | $3,402-95.9% | $3,470-96.0% |
| Admin fee / account holder | $548 | $3,005-81.7% | $3,590-84.7% | $4,888-88.8% |