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 | $14,949 | $99,877-85.0% | $84,966-82.4% | $145,922-89.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.05% | 83.76%-74.7pp | 66.38%-57.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $391 | $3,231-87.9% | $2,727-85.7% | $4,660-91.6% |
| Participant deferral / active EE | $900 | $5,291-83.0% | $4,519-80.1% | $6,688-86.5% |
| Admin fee / account holder | $5,449 | $7,248-24.8% | $6,149-11.4% | $13,397-59.3% |