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 | $38,865 | $51,576-24.6% | $129,207-69.9% | $80,856-51.9% |
| Participation rate | 12.7% | 57.0%-44.3pp | 69.6%-56.9pp | 67.6%-55.0pp |
| Annual return | 14.51% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $429 | $1,584-72.9% | $4,153-89.7% | $2,755-84.4% |
| Participant deferral / active EE | $502 | $2,669-81.2% | $4,168-88.0% | $4,296-88.3% |
| Admin fee / account holder | $420 | $4,305-90.3% | $7,715-94.6% | $6,918-93.9% |