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 | $32,080 | $49,915-35.7% | $154,803-79.3% | $74,304-56.8% |
| Participation rate | 22.7% | 54.0%-31.3pp | 78.1%-55.4pp | 60.3%-37.7pp |
| Annual return | 14.51% | 34.06%-19.5pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $266 | $1,611-83.5% | $4,305-93.8% | $2,241-88.1% |
| Participant deferral / active EE | $564 | $2,255-75.0% | $5,540-89.8% | $3,767-85.0% |
| Admin fee / account holder | $3,662 | $2,189+67.3% | $14,329-74.4% | $2,969+23.4% |