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 | $83,230 | $87,870-5.3% | $113,168-26.5% | $74,304+12.0% |
| Participation rate | 13.4% | 70.7%-57.3pp | 76.6%-63.2pp | 60.3%-46.9pp |
| Annual return | 30.63% | 26.44%+4.2pp | 24.27%+6.4pp | 29.43%+1.2pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,274 | $4,241-70.0% | $5,107-75.1% | $3,767-66.2% |
| Admin fee / account holder | $1,348 | $3,368-60.0% | $12,068-88.8% | $2,969-54.6% |