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 8-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 | $13,215 | $56,114-76.4% | $96,139-86.3% | $85,850-84.6% |
| Participation rate | 42.3% | 56.7%-14.4pp | 68.4%-26.1pp | 69.3%-27.0pp |
| Annual return | 14.65% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $722 | $1,620-55.4% | $2,797-74.2% | $2,565-71.9% |
| Participant deferral / active EE | $796 | $2,859-72.2% | $4,349-81.7% | $3,952-79.8% |
| Admin fee / account holder | $3,874 | $3,768+2.8% | $5,537-30.0% | $6,260-38.1% |