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 | $12,785 | $99,921-87.2% | $85,009-85.0% | $145,959-91.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.41% | 83.89%-72.5pp | 66.47%-55.1pp | 561.95%-550.5pp |
| Employer contribution / active EE | $603 | $3,233-81.3% | $2,728-77.9% | $4,661-87.1% |
| Participant deferral / active EE | $877 | $5,293-83.4% | $4,522-80.6% | $6,689-86.9% |
| Admin fee / account holder | $1,791 | $7,252-75.3% | $6,153-70.9% | $13,398-86.6% |