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 | $73,787-64.0% | $98,716-73.1% | $82,448-67.8% |
| Participation rate | 19.6% | 61.4%-41.8pp | 69.3%-49.7pp | 68.1%-48.4pp |
| Annual return | 15.41% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $344 | $1,511-77.3% | $2,279-84.9% | $2,551-86.5% |
| Participant deferral / active EE | $863 | $3,081-72.0% | $4,048-78.7% | $4,139-79.1% |
| Admin fee / account holder | $4,712 | $6,500-27.5% | $8,703-45.9% | $7,234-34.9% |