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 | $43,145 | $118,849-63.7% | $96,562-55.3% | $167,490-74.2% |
| Participation rate | 56.5% | 75.5%-19.0pp | 69.8%-13.3pp | 82.1%-25.6pp |
| Annual return | 29.44% | 50.49%-21.0pp | 37.78%-8.3pp | 478.56%-449.1pp |
| Employer contribution / active EE | $833 | $3,120-73.3% | $2,356-64.6% | $4,837-82.8% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $421 | $8,065-94.8% | $6,181-93.2% | $12,309-96.6% |