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 | $33,797 | $38,365-11.9% | $84,611-60.1% | $65,185-48.2% |
| Participation rate | 12.5% | 55.7%-43.2pp | 68.2%-55.7pp | 70.2%-57.7pp |
| Annual return | 24.63% | 32.00%-7.4pp | 258.74%-234.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $260 | $1,258-79.3% | $2,652-90.2% | $2,177-88.0% |
| Participant deferral / active EE | $518 | $2,278-77.3% | $3,899-86.7% | $3,514-85.3% |
| Admin fee / account holder | $488 | $451+8.2% | $4,912-90.1% | $847-42.4% |