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 | $28,284 | $59,097-52.1% | $82,389-65.7% | $74,304-61.9% |
| Participation rate | 22.2% | 52.8%-30.5pp | 69.5%-47.3pp | 60.3%-38.1pp |
| Annual return | 19.97% | 22.85%-2.9pp | 28.67%-8.7pp | 29.43%-9.5pp |
| Employer contribution / active EE | $390 | $1,601-75.7% | $2,517-84.5% | $2,241-82.6% |
| Participant deferral / active EE | $715 | $2,775-74.2% | $4,155-82.8% | $3,767-81.0% |
| Admin fee / account holder | $1,671 | $4,489-62.8% | $7,231-76.9% | $2,969-43.7% |