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 | $23,209 | $90,348-74.3% | $75,972-69.5% | $145,922-84.1% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 19.71% | 620.88%-601.2pp | 359.55%-339.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $411 | $5,162-92.0% | $4,255-90.3% | $6,688-93.9% |
| Admin fee / account holder | $1,053 | $8,467-87.6% | $6,467-83.7% | $13,397-92.1% |