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 | $25,334 | $177,572-85.7% | $154,803-83.6% | $142,382-82.2% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.1%-17.2pp | 80.1%-19.3pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $939 | $4,810-80.5% | $4,305-78.2% | $4,299-78.2% |
| Participant deferral / active EE | $1,355 | $6,272-78.4% | $5,540-75.5% | $6,507-79.2% |
| Admin fee / account holder | $6,535 | $16,786-61.1% | $14,329-54.4% | $12,624-48.2% |