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 8-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 | $37,411 | $65,246-42.7% | $98,716-62.1% | $67,986-45.0% |
| Participation rate | 14.5% | 51.4%-36.9pp | 69.3%-54.8pp | 57.2%-42.7pp |
| Annual return | 14.48% | 20.58%-6.1pp | 31.81%-17.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $455 | $1,042-56.3% | $2,279-80.0% | $2,019-77.4% |
| Participant deferral / active EE | $649 | $2,594-75.0% | $4,048-84.0% | $3,358-80.7% |
| Admin fee / account holder | $996 | $4,561-78.2% | $8,703-88.6% | $3,203-68.9% |