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 6-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 | $17,356 | $37,426-53.6% | $77,482-77.6% | $79,858-78.3% |
| Participation rate | 15.2% | 41.5%-26.4pp | 54.2%-39.0pp | 69.6%-54.5pp |
| Annual return | 13.72% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $296 | $1,260-76.5% | $1,861-84.1% | $3,740-92.1% |
| Admin fee / account holder | $3,892 | $2,504+55.4% | $2,858+36.2% | $5,306-26.7% |