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 | $16,849 | $57,541-70.7% | $95,745-82.4% | $75,163-77.6% |
| Participation rate | 10.8% | 62.5%-51.7pp | 72.3%-61.5pp | 67.2%-56.4pp |
| Annual return | 13.95% | 34.93%-21.0pp | 28.35%-14.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $275 | $3,074-91.0% | $4,245-93.5% | $4,125-93.3% |
| Admin fee / account holder | $2,146 | $4,099-47.6% | $5,678-62.2% | $5,651-62.0% |