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 | $12,577 | $57,281-78.0% | $86,612-85.5% | $75,163-83.3% |
| Participation rate | 54.3% | 63.2%-8.9pp | 71.7%-17.4pp | 67.2%-12.9pp |
| Annual return | 19.80% | 2670.75%-2650.9pp | 591.07%-571.3pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,828 | $2,314-21.0% | $3,022-39.5% | $2,670-31.5% |
| Participant deferral / active EE | $801 | $3,318-75.8% | $4,438-81.9% | $4,125-80.6% |
| Admin fee / account holder | $1,950 | $4,112-52.6% | $5,614-65.3% | $5,651-65.5% |