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 | $60,729 | $78,422-22.6% | $95,952-36.7% | $79,858-24.0% |
| Participation rate | 37.5% | 73.5%-36.0pp | 77.1%-39.6pp | 69.6%-32.1pp |
| Annual return | 12.95% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,226 | $3,440-64.4% | $4,167-70.6% | $3,740-67.2% |
| Admin fee / account holder | $8,752 | $5,622+55.7% | $6,795+28.8% | $5,306+64.9% |