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 | $30,835 | $102,605-69.9% | $145,661-78.8% | $84,808-63.6% |
| Participation rate | 57.5% | 74.3%-16.8pp | 77.2%-19.7pp | 68.3%-10.8pp |
| Annual return | 18.14% | 26.50%-8.4pp | 101.46%-83.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $927 | $3,325-72.1% | $4,238-78.1% | $2,631-64.8% |
| Participant deferral / active EE | $1,591 | $5,750-72.3% | $7,198-77.9% | $4,212-62.2% |
| Admin fee / account holder | $1,907 | $8,758-78.2% | $12,466-84.7% | $7,344-74.0% |