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 9-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 | $8,308 | $37,426-77.8% | $77,482-89.3% | $79,858-89.6% |
| Participation rate | 8.6% | 41.5%-32.9pp | 54.2%-45.6pp | 69.6%-61.1pp |
| Annual return | 21.65% | 39.70%-18.1pp | 54.79%-33.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $279 | $1,260-77.8% | $1,861-85.0% | $3,740-92.5% |
| Admin fee / account holder | $1,928 | $2,504-23.0% | $2,858-32.6% | $5,306-63.7% |