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 | $13,608 | $57,590-76.4% | $86,233-84.2% | $82,448-83.5% |
| Participation rate | 13.6% | 57.9%-44.2pp | 69.0%-55.4pp | 68.1%-54.4pp |
| Annual return | 16.38% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $691 | $3,080-77.6% | $4,559-84.8% | $4,139-83.3% |
| Admin fee / account holder | $5,929 | $4,730+25.3% | $8,342-28.9% | $7,234-18.0% |