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 | $36,062 | $104,251-65.4% | $91,001-60.4% | $147,584-75.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 10.72% | 27.06%-16.3pp | 4.60%+6.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $901 | $3,116-71.1% | $2,456-63.3% | $4,876-81.5% |
| Participant deferral / active EE | $901 | $4,195-78.5% | $3,547-74.6% | $5,439-83.4% |
| Admin fee / account holder | $342 | $8,948-96.2% | $5,417-93.7% | $10,885-96.9% |