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 | $25,298 | $118,450-78.6% | $98,439-74.3% | $139,434-81.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 16.03% | 18.94%-2.9pp | 21.16%-5.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $931 | $3,609-74.2% | $3,048-69.5% | $4,751-80.4% |
| Participant deferral / active EE | $1,387 | $5,392-74.3% | $4,738-70.7% | $6,710-79.3% |
| Admin fee / account holder | $12,446 | $14,026-11.3% | $8,948+39.1% | $11,403+9.2% |