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 | $18,058 | $49,227-63.3% | $70,449-74.4% | $79,858-77.4% |
| Participation rate | 18.8% | 69.2%-50.4pp | 75.1%-56.3pp | 69.6%-50.9pp |
| Annual return | 19.90% | 30.06%-10.2pp | 109.03%-89.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,032 | $2,099-50.8% | $2,737-62.3% | $2,471-58.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $346 | $2,878-88.0% | $3,845-91.0% | $5,306-93.5% |