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 | $23,447 | $47,126-50.2% | $149,673-84.3% | $74,419-68.5% |
| Participation rate | 12.6% | 63.4%-50.8pp | 78.8%-66.2pp | 70.7%-58.1pp |
| Annual return | 14.97% | 22.75%-7.8pp | 134.42%-119.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $391 | $1,905-79.5% | $4,818-91.9% | $2,637-85.2% |
| Participant deferral / active EE | $754 | $2,728-72.4% | $5,680-86.7% | $4,528-83.3% |
| Admin fee / account holder | $2,720 | $343+693.7% | $13,210-79.4% | $348+682.0% |