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 7-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 | $29,354 | $124,319-76.4% | $111,297-73.6% | $167,490-82.5% |
| Participation rate | 46.2% | 79.6%-33.5pp | 77.3%-31.2pp | 82.1%-36.0pp |
| Annual return | 12.34% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $814 | $3,435-76.3% | $2,731-70.2% | $4,837-83.2% |
| Participant deferral / active EE | $1,420 | $5,180-72.6% | $4,487-68.3% | $6,341-77.6% |
| Admin fee / account holder | $984 | $10,618-90.7% | $7,964-87.6% | $12,309-92.0% |