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 | $35,214 | $127,777-72.4% | $106,548-67.0% | $167,490-79.0% |
| Participation rate | 15.4% | 78.3%-62.9pp | 76.1%-60.7pp | 82.1%-66.7pp |
| Annual return | 14.29% | 33.87%-19.6pp | 26.80%-12.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $558 | $3,427-83.7% | $2,819-80.2% | $4,837-88.5% |
| Participant deferral / active EE | $1,370 | $5,087-73.1% | $4,398-68.8% | $6,341-78.4% |
| Admin fee / account holder | $5,359 | $11,228-52.3% | $7,407-27.6% | $12,309-56.5% |