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 | $25,965 | $80,717-67.8% | $154,803-83.2% | $84,808-69.4% |
| Participation rate | 25.5% | 66.8%-41.3pp | 78.1%-52.6pp | 68.3%-42.8pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $343 | $2,761-87.6% | $4,305-92.0% | $2,631-87.0% |
| Participant deferral / active EE | $519 | $3,303-84.3% | $5,540-90.6% | $4,212-87.7% |
| Admin fee / account holder | $4,677 | $6,746-30.7% | $14,329-67.4% | $7,344-36.3% |