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 8-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 | $37,249 | $63,703-41.5% | $93,063-60.0% | $82,448-54.8% |
| Participation rate | 10.9% | 63.8%-53.0pp | 72.1%-61.2pp | 68.1%-57.2pp |
| Annual return | 16.79% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $397 | $1,729-77.1% | $2,476-84.0% | $2,551-84.5% |
| Participant deferral / active EE | $559 | $2,919-80.9% | $3,958-85.9% | $4,139-86.5% |
| Admin fee / account holder | $2,848 | $5,982-52.4% | $6,033-52.8% | $7,234-60.6% |