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 | $17,646 | $100,773-82.5% | $88,946-80.2% | $142,382-87.6% |
| Participation rate | 18.2% | 74.3%-56.1pp | 68.8%-50.7pp | 80.1%-61.9pp |
| Annual return | 18.59% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $658 | $2,918-77.5% | $2,555-74.3% | $4,299-84.7% |
| Participant deferral / active EE | $839 | $5,230-84.0% | $4,581-81.7% | $6,507-87.1% |
| Admin fee / account holder | $4,965 | $9,693-48.8% | $8,261-39.9% | $12,624-60.7% |