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 | $32,914 | $50,958-35.4% | $74,550-55.8% | $64,186-48.7% |
| Participation rate | 46.3% | 61.1%-14.8pp | 69.1%-22.8pp | 69.6%-23.3pp |
| Annual return | 63.91% | -1.86%+65.8pp | 32.53%+31.4pp | 7.63%+56.3pp |
| Employer contribution / active EE | $366 | $1,115-67.2% | $1,961-81.3% | $2,381-84.6% |
| Participant deferral / active EE | $390 | $2,301-83.0% | $3,108-87.4% | $3,470-88.7% |
| Admin fee / account holder | $1,331 | $4,223-68.5% | $5,060-73.7% | $4,888-72.8% |