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 | $37,249 | $64,839-42.6% | $95,585-61.0% | $84,808-56.1% |
| Participation rate | 10.9% | 63.8%-52.9pp | 72.1%-61.2pp | 68.3%-57.4pp |
| Annual return | 16.79% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $397 | $1,759-77.5% | $2,527-84.3% | $2,631-84.9% |
| Participant deferral / active EE | $559 | $2,965-81.2% | $4,023-86.1% | $4,212-86.7% |
| Admin fee / account holder | $2,848 | $5,964-52.2% | $6,127-53.5% | $7,344-61.2% |