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 5-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 | $18,522 | $133,922-86.2% | $116,228-84.1% | $142,382-87.0% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.6%-39.3pp | 80.1%-44.8pp |
| Annual return | 13.11% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $718 | $3,446-79.2% | $2,994-76.0% | $4,299-83.3% |
| Participant deferral / active EE | $954 | $5,672-83.2% | $4,953-80.7% | $6,507-85.3% |
| Admin fee / account holder | $7,550 | $14,945-49.5% | $11,989-37.0% | $12,624-40.2% |