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 | $41,670 | $95,803-56.5% | $113,168-63.2% | $84,808-50.9% |
| Participation rate | 48.8% | 72.9%-24.0pp | 76.6%-27.7pp | 68.3%-19.5pp |
| Annual return | 16.19% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,104 | $2,360-53.2% | $2,975-62.9% | $2,631-58.0% |
| Participant deferral / active EE | $1,703 | $4,242-59.9% | $5,107-66.6% | $4,212-59.6% |
| Admin fee / account holder | $3,895 | $8,989-56.7% | $12,068-67.7% | $7,344-47.0% |