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 | $37,387 | $50,958-26.6% | $74,550-49.8% | $64,186-41.8% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.1%-43.7pp | 69.6%-44.1pp |
| Annual return | 1.09% | -1.86%+2.9pp | 32.53%-31.4pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $734 | $2,301-68.1% | $3,108-76.4% | $3,470-78.9% |
| Admin fee / account holder | $4,148 | $4,223-1.8% | $5,060-18.0% | $4,888-15.1% |