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 | $26,572 | $74,927-64.5% | $101,794-73.9% | $84,808-68.7% |
| Participation rate | 19.6% | 61.4%-41.8pp | 69.2%-49.5pp | 68.3%-48.7pp |
| Annual return | 15.41% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $344 | $1,522-77.4% | $2,289-85.0% | $2,631-86.9% |
| Participant deferral / active EE | $863 | $3,099-72.1% | $4,084-78.9% | $4,212-79.5% |
| Admin fee / account holder | $4,712 | $6,514-27.7% | $8,777-46.3% | $7,344-35.8% |