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 | $23,755 | $74,927-68.3% | $101,794-76.7% | $84,808-72.0% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.2%-39.2pp | 68.3%-38.3pp |
| Annual return | 16.78% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $369 | $1,522-75.8% | $2,289-83.9% | $2,631-86.0% |
| Participant deferral / active EE | $590 | $3,099-81.0% | $4,084-85.5% | $4,212-86.0% |
| Admin fee / account holder | $367 | $6,514-94.4% | $8,777-95.8% | $7,344-95.0% |