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 | $18,973 | $49,915-62.0% | $154,803-87.7% | $74,304-74.5% |
| Participation rate | 17.3% | 54.0%-36.7pp | 78.1%-60.8pp | 60.3%-43.1pp |
| Annual return | 13.69% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.7pp |
| Employer contribution / active EE | $373 | $1,611-76.9% | $4,305-91.3% | $2,241-83.4% |
| Participant deferral / active EE | $262 | $2,255-88.4% | $5,540-95.3% | $3,767-93.0% |
| Admin fee / account holder | $3,361 | $2,189+53.5% | $14,329-76.5% | $2,969+13.2% |