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 | $46,550 | $117,381-60.3% | $99,443-53.2% | $152,861-69.5% |
| Participation rate | 17.6% | 77.5%-59.9pp | 73.8%-56.2pp | 82.4%-64.8pp |
| Annual return | 23.25% | 31.87%-8.6pp | 30.72%-7.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $239 | $3,013-92.1% | $2,540-90.6% | $4,762-95.0% |
| Participant deferral / active EE | $269 | $4,086-93.4% | $3,619-92.6% | $5,850-95.4% |
| Admin fee / account holder | $675 | $7,631-91.2% | $6,250-89.2% | $11,596-94.2% |