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 | $23,906 | $93,571-74.5% | $135,903-82.4% | $75,163-68.2% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.9%-42.3pp | 67.2%-27.5pp |
| Annual return | 39.60% | 30.90%+8.7pp | 68.23%-28.6pp | 160.62%-121.0pp |
| Employer contribution / active EE | $885 | $3,537-75.0% | $4,856-81.8% | $2,670-66.9% |
| Participant deferral / active EE | $1,337 | $6,404-79.1% | $7,758-82.8% | $4,125-67.6% |
| Admin fee / account holder | $1,182 | $6,975-83.1% | $10,762-89.0% | $5,651-79.1% |