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 | $17,723 | $85,202-79.2% | $172,739-89.7% | $72,985-75.7% |
| Participation rate | 18.2% | 70.1%-51.9pp | 82.6%-64.5pp | 69.5%-51.3pp |
| Annual return | 21.01% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $651 | $3,324-80.4% | $5,143-87.3% | $2,440-73.3% |
| Participant deferral / active EE | $797 | $3,260-75.6% | $5,198-84.7% | $3,607-77.9% |
| Admin fee / account holder | $3,998 | $5,884-32.1% | $13,954-71.4% | $5,124-22.0% |