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 | $8,646 | $99,918-91.3% | $81,382-89.4% | $145,922-94.1% |
| Participation rate | 46.2% | 74.2%-28.0pp | 69.5%-23.3pp | 80.3%-34.1pp |
| Annual return | 12.56% | 34.32%-21.8pp | 24.73%-12.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $17 | $4,605-99.6% | $3,883-99.6% | $6,688-99.7% |
| Admin fee / account holder | $1,630 | $8,212-80.2% | $5,768-71.7% | $13,397-87.8% |