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 5-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 | $23,550 | $172,111-86.3% | $150,298-84.3% | $137,256-82.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.50% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $895 | $4,636-80.7% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $895 | $6,166-85.5% | $5,453-83.6% | $6,407-86.0% |
| Admin fee / account holder | $5,407 | $16,471-67.2% | $14,116-61.7% | $12,270-55.9% |