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 | $46,087 | $45,035+2.3% | $62,995-26.8% | $70,131-34.3% |
| Participation rate | 28.2% | 69.5%-41.3pp | 74.8%-46.6pp | 69.5%-41.3pp |
| Annual return | 15.57% | 18.76%-3.2pp | 87.57%-72.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $538 | $2,051-73.8% | $2,759-80.5% | $2,342-77.0% |
| Participant deferral / active EE | $539 | $2,465-78.1% | $3,329-83.8% | $3,332-83.8% |
| Admin fee / account holder | $1,184 | $2,834-58.2% | $3,600-67.1% | $4,645-74.5% |