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 5-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 | $19,305 | $117,983-83.6% | $101,794-81.0% | $142,382-86.4% |
| Participation rate | 29.2% | 74.2%-45.1pp | 69.2%-40.0pp | 80.1%-51.0pp |
| Annual return | 11.34% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $486 | $2,773-82.5% | $2,289-78.8% | $4,299-88.7% |
| Participant deferral / active EE | $818 | $4,714-82.6% | $4,084-80.0% | $6,507-87.4% |
| Admin fee / account holder | $688 | $10,433-93.4% | $8,777-92.2% | $12,624-94.6% |