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 | $25,017 | $96,128-74.0% | $136,007-81.6% | $80,856-69.1% |
| Participation rate | 59.7% | 71.2%-11.5pp | 76.5%-16.7pp | 67.6%-7.9pp |
| Annual return | 16.31% | 28.71%-12.4pp | 579.32%-563.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $988 | $3,351-70.5% | $4,217-76.6% | $2,755-64.1% |
| Participant deferral / active EE | $1,630 | $5,709-71.4% | $7,025-76.8% | $4,296-62.0% |
| Admin fee / account holder | $4,891 | $8,236-40.6% | $6,858-28.7% | $6,918-29.3% |