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 | $8,951 | $99,921-91.0% | $85,009-89.5% | $145,959-93.9% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.8pp | 80.3%-38.6pp |
| Annual return | 10.23% | 83.89%-73.7pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $862 | $3,233-73.3% | $2,728-68.4% | $4,661-81.5% |
| Participant deferral / active EE | $348 | $5,293-93.4% | $4,522-92.3% | $6,689-94.8% |
| Admin fee / account holder | $547 | $7,252-92.5% | $6,153-91.1% | $13,398-95.9% |