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 | $33,127 | $58,512-43.4% | $84,015-60.6% | $72,985-54.6% |
| Participation rate | 46.2% | 61.2%-15.1pp | 69.0%-22.9pp | 69.5%-23.3pp |
| Annual return | 27.95% | 28.93%-1.0pp | 71.31%-43.4pp | 81.00%-53.1pp |
| Employer contribution / active EE | $622 | $1,163-46.5% | $1,983-68.7% | $2,440-74.5% |
| Participant deferral / active EE | $841 | $2,394-64.9% | $3,239-74.0% | $3,607-76.7% |
| Admin fee / account holder | $1,634 | $4,569-64.2% | $6,101-73.2% | $5,124-68.1% |