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 | $66,098-43.4% | $101,794-63.2% | $74,304-49.7% |
| Participation rate | 14.5% | 53.8%-39.2pp | 69.2%-54.7pp | 60.3%-45.8pp |
| Annual return | 14.48% | 19.59%-5.1pp | 30.53%-16.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $455 | $1,082-57.9% | $2,289-80.1% | $2,241-79.7% |
| Participant deferral / active EE | $649 | $2,781-76.6% | $4,084-84.1% | $3,767-82.8% |
| Admin fee / account holder | $996 | $4,146-76.0% | $8,777-88.7% | $2,969-66.5% |