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 | $16,591 | $51,175-67.6% | $70,515-76.5% | $75,163-77.9% |
| Participation rate | 23.3% | 60.9%-37.7pp | 68.3%-45.1pp | 67.2%-43.9pp |
| Annual return | 19.05% | 30.02%-11.0pp | 32.77%-13.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $545 | $1,826-70.2% | $2,973-81.7% | $2,670-79.6% |
| Participant deferral / active EE | $654 | $2,849-77.0% | $4,567-85.7% | $4,125-84.1% |
| Admin fee / account holder | $417 | $4,091-89.8% | $6,412-93.5% | $5,651-92.6% |