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 8-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 | $44,458 | $60,022-25.9% | $88,946-50.0% | $84,808-47.6% |
| Participation rate | 17.1% | 57.8%-40.7pp | 68.8%-51.7pp | 68.3%-51.2pp |
| Annual return | 14.18% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $350 | $1,703-79.5% | $2,555-86.3% | $2,631-86.7% |
| Participant deferral / active EE | $730 | $3,114-76.6% | $4,581-84.1% | $4,212-82.7% |
| Admin fee / account holder | $1,690 | $4,811-64.9% | $8,261-79.5% | $7,344-77.0% |