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 | $50,304 | $86,286-41.7% | $111,297-54.8% | $85,850-41.4% |
| Participation rate | 22.5% | 73.3%-50.8pp | 77.3%-54.8pp | 69.3%-46.8pp |
| Annual return | 17.34% | 19.99%-2.6pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $769 | $2,043-62.4% | $2,731-71.8% | $2,565-70.0% |
| Participant deferral / active EE | $764 | $3,641-79.0% | $4,487-83.0% | $3,952-80.7% |
| Admin fee / account holder | $31,121 | $8,188+280.1% | $7,964+290.8% | $6,260+397.1% |