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 | $47,954 | $65,365-26.6% | $92,893-48.4% | $72,985-34.3% |
| Participation rate | 9.3% | 68.3%-59.1pp | 76.0%-66.7pp | 69.5%-60.2pp |
| Annual return | 19.32% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,667 | $2,594-35.8% | $3,653-54.4% | $2,440-31.7% |
| Participant deferral / active EE | $693 | $3,128-77.8% | $4,236-83.6% | $3,607-80.8% |
| Admin fee / account holder | $419 | $4,251-90.1% | $5,794-92.8% | $5,124-91.8% |