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 7-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 | $32,999 | $74,927-56.0% | $101,794-67.6% | $84,808-61.1% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.2%-31.7pp | 68.3%-30.8pp |
| Annual return | 17.96% | 18.70%-0.7pp | 30.53%-12.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $703 | $1,522-53.8% | $2,289-69.3% | $2,631-73.3% |
| Participant deferral / active EE | $943 | $3,099-69.6% | $4,084-76.9% | $4,212-77.6% |
| Admin fee / account holder | $725 | $6,514-88.9% | $8,777-91.7% | $7,344-90.1% |