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 | $28,469 | $115,770-75.4% | $101,248-71.9% | $158,922-82.1% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 13.73% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $750 | $4,175-82.0% | $3,660-79.5% | $4,761-84.3% |
| Participant deferral / active EE | $1,305 | $4,957-73.7% | $4,370-70.1% | $5,982-78.2% |
| Admin fee / account holder | $1,524 | $7,245-79.0% | $5,945-74.4% | $11,246-86.4% |