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 | $11,937 | $106,584-88.8% | $101,326-88.2% | $142,382-91.6% |
| Participation rate | 36.4% | 82.7%-46.3pp | 81.5%-45.1pp | 80.1%-43.8pp |
| Annual return | 16.44% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $801 | $3,956-79.8% | $3,665-78.1% | $4,299-81.4% |
| Participant deferral / active EE | $979 | $8,297-88.2% | $7,994-87.8% | $6,507-85.0% |
| Admin fee / account holder | $1,268 | $11,446-88.9% | $11,185-88.7% | $12,624-90.0% |