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 | $14,206 | $96,635-85.3% | $86,612-83.6% | $139,434-89.8% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-27.9pp | 80.3%-36.6pp |
| Annual return | 16.26% | 106.41%-90.2pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $375 | $3,263-88.5% | $3,022-87.6% | $4,751-92.1% |
| Participant deferral / active EE | $837 | $4,836-82.7% | $4,438-81.1% | $6,710-87.5% |
| Admin fee / account holder | $1,623 | $6,408-74.7% | $5,614-71.1% | $11,403-85.8% |