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 | $38,687 | $118,680-67.4% | $98,907-60.9% | $158,922-75.7% |
| Participation rate | 26.1% | 77.8%-51.7pp | 76.0%-49.9pp | 82.0%-55.9pp |
| Annual return | 20.68% | 372.35%-351.7pp | 196.43%-175.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $923 | $3,333-72.3% | $2,689-65.7% | $4,761-80.6% |
| Participant deferral / active EE | $1,115 | $5,088-78.1% | $4,244-73.7% | $5,982-81.4% |
| Admin fee / account holder | $771 | $10,131-92.4% | $6,642-88.4% | $11,246-93.1% |