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 | $15,249 | $177,572-91.4% | $154,803-90.1% | $142,382-89.3% |
| Participation rate | 21.1% | 82.1%-61.0pp | 78.1%-57.0pp | 80.1%-59.1pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,137 | $4,810-76.4% | $4,305-73.6% | $4,299-73.5% |
| Participant deferral / active EE | $801 | $6,272-87.2% | $5,540-85.5% | $6,507-87.7% |
| Admin fee / account holder | $419 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |