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 9-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 | $25,379 | $154,117-83.5% | $129,995-80.5% | $139,434-81.8% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.5%-58.5pp | 80.3%-60.3pp |
| Annual return | 17.63% | 32.48%-14.8pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $505 | $6,710-92.5% | $5,820-91.3% | $6,710-92.5% |
| Admin fee / account holder | $1,025 | $14,007-92.7% | $10,614-90.3% | $11,403-91.0% |